Progeny is partnering with Alpha Financial Markets Consulting, a specialist financial services consultancy, to design and deliver best in class, next-generation advice journeys.
The Next-Gen Advice project includes a comprehensive 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.
The project is part of Progeny’s commitment to ongoing and continuous improvement for the benefit of colleagues and clients, in line with its status as a B Corp, Corporate Chartered firm and the expectations of Consumer Duty.
All findings will be translated into an action plan to be implemented throughout 2024 and beyond.
Progeny UK Managing Director, Caroline Hawkesley, comments:
“As an innovative and fast-growing professional services firm, we want to ensure we have the best performing systems and processes in place, built in collaboration with our team, clients and industry experts.
“This 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.”
Alpha FMC’s Advice Technology Lead, Joe Harris, comments:
“Alpha is delighted to support Progeny on this initiative. 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.
“We are excited to see the firm transition from the ‘Progeny of today’ to the ‘Progeny of tomorrow’ and to continue our work at Alpha supporting transformation across the financial advice market.”
Caroline Hawkesley concludes:
“It’s 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.
“We want the ‘Progeny way’ to be synonymous with a first class, next generation client and colleague experience and we’re looking forward to embedding our Next-Gen Advice project in the years ahead.”
Notes to editors
Progeny is the first and only B Corp Certified firm in the UK to bring together Chartered financial planning, asset management, tax, HR and private and corporate legal services.
Emma Bull, PR Officer
Alpha Financial Markets Consulting is a leading global provider of specialist consultancy services to the financial services industry.