Progeny partners with consultancy to launch next gen advice project

To design and deliver ‘next generation advice journeys’

Isabel Baxter
clock • 1 min read

Wealth manager Progeny has partnered with financial services consultancy Alpha FMC to design ‘next generation advice journeys’.

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". Progeny said the project is aimed at benefiting colleagues and clients and is in line with its status as a B Corp, corporate Chartered firm and the expectations of Consumer Duty. 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 th...

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