Featured Case Studies

Fidelity Labs is building and iterating on new businesses at a rapid pace. Learn more about our work, and how we do it, below.

Hands-on Learning For Teen Investors

Teens pick up their money habits from their parents, and need practice with budgeting, saving, and finally investing—the steepest learning curve of all. Meanwhile, many parents of teens aren’t confident teaching financial literacy. And letting teens experiment on their own, especially with investing, can feel risky.

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ESG made easy for financial advisors

A growing body of research indicates that environmental, social, and governance (ESG) investing has reached a tipping point. Amid the news events and calls for social change, investors are increasingly interested in the purpose and impact of their investments. Still, many financial advisors have found it challenging to enter this discussion. Building an ESG offering can be time-consuming. And talking to clients about their values can be awkward.

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Adapting to COVID-19: Accelerating the paperless office

As the COVID-19 pandemic shuttered workplaces around the world, organizations raced to pivot to remote work. Fidelity rolled out a comprehensive strategy for minimizing exposure to the virus and protecting the communities we serve. Nearly all of our colleagues were working remotely by the end of March. Major advances had already been made toward the goal of a fully paperless office, but the pandemic created an urgency for our teams to move even faster. At the time, a small team at Fidelity Labs was already developing FidSafe for Business, a secure, document-sharing platform for our associates, customers, and other users.

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Streamlining student debt repayment

Imagine being a new graduate with multiple student loans from multiple providers, and multiple options for repayment. For many new grads, student debt is the first big personal finance problem they’ve ever had to deal with. Financial literacy isn’t formally taught, so the cognitive load of figuring out student debt repayment can feel impossible.

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Optimizing near-term savings goals

Thanks to providers like Fidelity, people can rely on easy, convenient systems to stay on track with retirement savings. But when it comes to saving for near-term goals (think: vacation, house, or wedding), people tend to be less organized. Some rely on a basic savings account and miss out on other options, like investing. Others lack visibility into how, when, or if they’ll reach their savings goals.

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Easing the burden of estate planning

In the event of our death, we can ease the burden of passing along our estate—which comprises everything we own—by having a plan. But too many people don’t think they need a plan. And the process is expensive, intimidating, and depressing. As a result, two-thirds of Americans who should have an estate plan don’t.

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