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.

Launches, milestones, facts

We launched Saifr®, a SaaS business using AI to help create compliant, on-brand content more efficiently
We launched CatchlightSM, an AI-powered software to help financial advisors grow their business
We launched ESG Pro®, an end-to-end ESG investing solution for financial advisors
We introduced continual deployment, enabling daily production releases to our customers
We built a fresh approach for achieving savings goals, opens in new window.
We built secure storage, opens in new window. for life’s most important documents
We created guidance for helping find the right Medicare plan, opens in new window.
We launched a program to help grads tackle student debt, opens in new window.
We created a tool to help ease the burden of estate planning, opens in new window.
We introduced design thinking to the firm
We designed training for associates transitioning into tech roles

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.

Read more about Hands-on Learning For Teen Investors

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.

Read more about ESG made easy for financial advisors

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.

Read more about streamlining student debt repayment

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.

Read more about easing the burden of estate planning
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