Progeny ranked 7th in FTAdviser Top 100 Financial Advisers 2019. Read more → ×
Our NewsVideos

Video: How is Progeny connecting with clients?

20th May 2020 One Comment
How is Progeny connecting with clients? Neil Moles, CEO

Recent months have shown us that staying connected is one of the most important factors for our relationships and wellbeing. We can continue to communicate effectively and meaningfully in a virtual way.

In his latest video, Progeny CEO Neil Moles discusses how we are using technology to connect with clients. He explains the Progeny Client Portal and Webex video conferencing, which are improving our client experience and making it possible to bring all your advisers into one ‘virtual’ room.

Did you miss our last video? Watch it here: Coronavirus: Your Business Funding Questions Answered.

This presentation does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

Join the discussion One Comment

  • Carol Henry says:

    Good to see you making the effort to stay in touch with us. It’s a concerning time watching investments lose value.

    I am not a huge fan of technology, my generation often struggle with it, but sometimes it comes good!

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.