Projects Delivered

CBoxx have a great track record for delivery on a variety of UK FinTech projects that range from specialist online services, to business change data crunching through to mission critical, very highly connected and integrated industry scale systems and hub services. Our clients include national sized adviser firms, FTSE100 providers/platforms, leading-edge CRM/Back office suppliers and industry sponsored non-profits.

Implementing the latest ISO 20022 Re-Registration Market Practice for Origo

The market leading Origo Options Transfers service had a major update in 2016 to bring it in line with the latest UKFMPG Market Practice for Re-registration using ISO 20022 messaging over the Swift network plus the rollout of a set of new features and enhancements such as: The incorporation of intermediate unit holders (third party administrators) into the…

A Major Upgrade for St. James’s Place CURO

In 2015/2016 CBoxx provided Agile project management services to Time4Advice for the delivery of a project to comprehensively upgrade the St James’s Place Wealth Management CURO CRM system. SJP are a leading FTSE 100 UK wealth manager with over £70 billion funds under management. CURO is a financial advice specific customisation of Microsoft Dynamics CRM…

Implementing Time4Advice Curo CRM for St. James’s Place

CURO from Time4Advice is an Adviser CRM and Back Office system built on Microsoft’s world-class Dynamics CRM software. In 2013 St. James’s Place selected CURO as the CRM system to be offered to their Partnership. St. James’s Place Wealth Management is a FTSE 100 company with £52bn of client funds under management. This was no…

Extending Origo Options Transfers for Re-registration

When the regulator demanded that all UK Platforms must provide efficient re-registration services (in-specie transfers) to their customers, CBoxx embarked on an ambitious cross-industry journey with Origo to address this need by adding automated investment re-registration services to their already highly successful Options pensions cash transfer service. We worked with Origo on all project aspects…

Connecting Time4Advice CURO CRM to the Industry

Our first engagement with Time4Advice began in 2011 when they were a brave, innovative, new entrant into the fiercely competitive adviser administration systems market. In order to compete effectively, CURO CRM from Time4Advice had to offer fully automated, electronic remuneration feeds (adviser charges and commissions) from the major providers and platforms, followed rapidly by automated…

A Professional Edge for AXA Wealth

This project commenced originally with the Professional Edge consultancy services team at Winterthur Life. CBoxx built and delivered specialist calculation software to enable the business consultancy team to conduct in depth analysis and then assistance for Adviser firms transitioning their business to operate on a fee basis instead of commission. The CBoxx Business Planner was…

Adopting Standard Life Wrap

Working closely with the Building Business Value team at Standard Life Wrap, CBoxx built and launched an adviser-focused business and cashflow modelling tool that clearly illustrated the benefits and barriers of adopting a wrap platform into an Adviser business. Working with Standard Life consultants, What-If? plans could be drawn up enabling decision makers to experiment…

Measuring the pros of cons of eServices with Origo Adviserwise

Adviserwise from Origo is a key reference and information centre designed to help inform and advise financial advisers about the eServices available to them. During the run up to the RDR, Advisers were under considerable pressure to reduce their costs while improving the quality of their services to clients and their overall efficiency. The obvious…

Automating Remunerations for Chase de Vere

During the build up to a major organisational change, Chase de Vere, a national adviser firm, contracted CBoxx because they needed to obtain an accurate understanding of how their renewal commissions were being earned and therefore to understand the relative business values of each of their own business divisions. CBoxx worked with the Chase de…

Designing the Origo Agency Administration Service

Behind the scenes of the UKFS industry the wheels are turned by an essential set of services centred around the administration of the Agency agreements between Advisers and Providers. Large Adviser firms may hold hundreds or thousands of these essential agreements with Providers that enable them to submit and conduct business. CBoxx has supported Origo…

Transitioning Adviser Businesses with AIFA FF>>WD

When the Association of Professional Financial Advisers (formerly AIFA) built their FF>>WD service to help Advisers make the transition required by the Retail Distribution Review, they commissioned CBoxx to provide the interactive business change module. CBoxx fully customised our own ‘Business Modeller’ software for AIFA to enable advisers to understand the financial implications of change…

Forecasting the future for Skipton Financial Services

CBoxx was founded around a unique project for Skipton Financial Services to build a system that could foretell their financial future! An actuarially based calculation engine was designed and built by CBoxx to project the revenue streams that would be generated over the next three years, based on current new business volumes and split across…