CBoxx have integrated IT systems from a wide variety of UK Financial Services companies either by direct contract or during implementation of a wider industry project. Typical CBoxx projects connect systems for straight through processing between industry groups of providers & platforms systems and also between provider/platform and financial adviser back office & CRM systems. The image below is a selection of the companies we have conducted systems integration work with.

As a result we have real-world technical knowledge of the entire regulated industry financial advice process from the fact find to quotations, lifetime cashflow analysis, ISA and pension transfers, new business submission & tracking, agency administration processes, valuations (contract enquiry), automated remunerations (commissions) and adviser business transitions (novations).

The technology stacks and standards involved vary from Origo standard XML/EDI messaging to ISO 20022 XML standards on the Swift network, Microsoft Dynamics with XML Web Services and SQL Server and also a wide range of proprietary data and security formats to be found across the industry.