We’re interviewing industry figures to see what they understand by digital transformation and how they see it impacting financial advice and wealth management businesses.

Our guests will include industry pundits and practitioners. All will have their own views and we hope that you will find them interesting and informative.

It is important to remember that digital transformation is a journey. This means that all firms will be at different stages of that journey. Some will be well advanced, others just starting. There is no doubt that it is challenging, but we believe that firms need to think big, start small but just start!

Digital transformation means different things to different firms. So, we asked Neil Moles, CEO of The Progeny Group, to discuss what digitalisation means to his business.