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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
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.
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.
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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.
Read MoreActivation
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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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.
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
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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PRODUCTS
Optimize your tech stack with our Integration Xchange
Build a better technology experience with access to hundreds of integrations to help you drive efficiency and differentiate your business.
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