Spotlight
Technology is driving the future of wealth management
Learn how you can use it to empower your firm and drive your business forward.
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.
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.
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.
Build your own tech stack one step at a time
A simplified approach for advisors starting their own firms to get the tech they need, when they need it, and evolve as they grow.
Related insights
Optimize your tech stack with our Integration Xchange
Build a better client and advisor experience with access to hundreds of integrations to help you drive efficiency and differentiate your business.