How Technology Is Driving the Future of Wealth Management

Many firms reactively addressed technology ecosystem gaps in response to COVID-19, but it is no longer enough to simply close gaps. Firms must continue to build on the momentum that the pandemic forced upon us; to think holistically about their ecosystem; and to make the changes needed to increase scale and esiliency.

Learn how you can use technology to empower your firm and drive your business forward, using the resources below.

How Technology Is Driving the Future of Wealth Management

Learn how you can use technology to empower your firm and drive your business forward, using the resources below.

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. 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.

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.

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.

Featured Webinar

Fidelity Vice President, Technology Consultant, Majed Daher sits down with the Head of FI Platform Technology, Jess Liberi, to break down Digital Empowerment and discuss how Fidelity can help.

View series

Featured Podcast

Fidelity Vice President and Technology Consultant Majed Daher shares how wealth managers can get the most value out of their tech investments.

Hear series

Partner Insights

Get the latest thinking and knowledge from Fidelity thought leaders on investment topics for advisors and firms, helping you stay informed and prepared to meet clients' needs. Episodes are moderated and created in partnership with Financial Planning.

NOW PLAYING | Transforming Wealth Management with Technology.

ASSESSMENT

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PRODUCTS

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