Progeny partners with consultancy to launch next gen advice project
The next-gen advice project includes a review of client processes, technology, and policy to ensure Progeny is “setting the standard for industry best practice by being as productive, efficient and client-centric as possible”.
All findings will be incorporated into an action plan to be implemented throughout 2024 and beyond.
Progeny UK managing director Caroline Hawkesley said: “This project will ensure that we have a future-fit advice journey with our clients at its heart, allowing our team to deliver a great service.
“It will also play an important role in our acquisitions by providing a clear set of processes and systems for acquired firms to integrate into, an approach that sets us apart from many of our peers.”
She continued: “It is so important that we continue to seek ways to improve professional standards and the way we do this is by always striving to improve our own operations.”
Alpha FMC advice technology lead Joe Harris added: “By working in collaboration with Progeny and leveraging our industry expertise and consulting methods we aim to design a set of best in class advice journeys.”