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 but often daunting way to achieve this is through automating key business processes by increasing the use of eServices for reconciling remunerations, obtaining valuations, conducting quotations and submitting new business applications online.

At a time when eServices were still somewhat fragmented in the UK market, their adoption needed a boost and CBoxx were invited to build a service to allow advisers to interactively and realistically investigate the pros and cons of adopting eServices. The eServices Business Planner was designed and built as a fully branded, fully integrated service. CBoxx worked closely with Origo and a variety of creative digital design and marketing agencies throughout the course of the project. Behind the glamorous front end, rigorous load and performance testing was also undertaken and delivered against demanding targets.