CBoxx Ltd was founded in 2003 by business and IT specialists supported by actuarial expertise to focus on specialist software services for the UK Financial Services industry. CBoxx are now positioned as an independent Fintech projects consultancy with specialist knowledge of systems integrations and a great track record for project delivery.

Director Alan Sherriff has over 20 years of experience working in UK financial services technology as a developer, business analyst, technical architect and agile project manager. Notable clients include Standard Life, Time4Advice & St. James’s Place, Time4Advice & Mattioli Woods, AXA, APFA, Chase de Vere, Skipton FS and Origo Services.

Alan worked at The Exchange in the nineties and was instrumental in the construction of The Exchange (Exweb) Portal service at the time of the original Dot Com Boom. This led naturally and very deeply into the world of Origo standard industry messaging and services. The Origo relationship remains very strong today and provides a bedrock for many of the projects we work on …

CBoxx has supported Origo in a number of industry IT initiatives… 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

Several of our early projects were based on an in-house product, called the CBoxx Business Modeller that was designed to help Adviser firms prepare for the RDR by modelling, visualising and executing “What-If?” financial scenarios for business change. Adopted by Standard Life Wrap, AXA Wealth, Origo, AIFA and Skipton FS over the RDR period, these projects gave us in depth experience of the key business processes, drivers and challenges of the UK adviser market. This has proven invaluable in recent years as market and regulatory forces continue to pressurise UK advisers in so many ways and technology is often (not always!) the answer.