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Digital empowerment: How technology is driving the future of wealth management

Learn how you can use it to empower your firm and drive your business forward.

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The Digital Empowerment Framework

Fidelity introduced its Digital Empowerment framework to help wealth management firms take a structured approach to managing and applying their technology. Achieving Digital Empowerment is not a one-and-done task; it is instead an ongoing, iterative process across three domains:

Strategy

An introduction to Digital Empowerment, including how firms can develop goals and principles to guide and align their technology management and usage to support their business strategy.

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Design

A guide to selecting individual technology solutions and using those building blocks to construct a cohesive technology ecosystem that supports integrated workflows and helps create exceptional user experiences.

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Activation

Considerations for firms to develop and implement user engagement and support programs, to drive adoption and optimal usage of technology, effectively integrating their technology with their people.

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How well does your firm use technology?

Take our assessment to understand how your firm is doing and get specific resources to help you create lasting change.

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Best practices in wealth management technology can drive firm success

What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience

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