Service
We strive to deliver exceptional service through our dedicated service professionals, measurable performance standards, and in-depth knowledge of your business. That's why our clients consistently give us high ratings for service. We keep you informed of the full range of resources Fidelity makes available to you and see to it that these are integrated into your business. See how Fidelity can help make your transition to our platform a smooth and successful experience.
Implementation & Conversion
When you begin a relationship with Fidelity, we work to ensure that the transition process runs as smoothly as possible. All new clients are assigned an implementation project manager and a team of conversion specialists to manage the entire process.
Implementation Project Manager
An implementation project manager works directly with you and your team to create a detailed plan of action, clearly outline the roles and responsibilities of all participants, and establish realistic timeframes for completing each phase. He or she oversees the entire project until your accounts have been successfully set-up.
Simplified Paperwork
We've created a process to significantly reduce the effort to re-paper. Provide us with your client data in the format most convenient to you, and we'll do the rest. Our team inputs the required data and provides you with pre-populated application forms for your client's signature.
Technology Support
A team of technology specialists work with you and your staff to train you how to use Fidelity Advisor CHANNEL®, and will help ensure that the integration with our technical platform is completed quickly and efficiently.
Dedicated Client Service
We support your business with a dedicated team of client service specialists who can help you make the most of your relationship with Fidelity.
Strategic Business Consulting
Depending on the amount of assets you custody with Fidelity, you may be assigned a relationship manager dedicated to helping you achieve your business objectives. This professional can assist with your business planning activities and help you leverage the full range of resources that Fidelity makes available to you.
Day-to-Day Operational Support
All clients are assigned a team of client service specialists who will become familiar with your account and are dedicated to servicing your business with Fidelity. These professionals are available to answer questions about day-to-day operational issues or Fidelity products and services. This team approach provides continuity on your account and helps to ensure a quick response to your inquiries.
Training
When you become a Fidelity client, we show you how to take full advantage of our technology platform — Fidelity Advisor CHANNEL®. We offer ongoing training programs to suit your schedule and preferred training environment.
In-Person, Instructor-Led Training
For clients who live near a training center, we offer three-day in-person training courses that provide participants hands-on instruction in the use of the various business and client management programs available through Advisor CHANNEL®.
Web-Based Interactive Training
If you prefer to train at your own pace and on your own schedule, you can take advantage of our Web-based, instructor-led online training program. From the convenience of your own desktop, you and your staff can learn about and use Advisor CHANNEL's extensive range of capabilities.
Communications
Our ongoing communications programs help you stay abreast of the latest Fidelity offerings and updates, so you can get the most out of your relationship with us.
Insight & Outlook
This twice-monthly email newsletter is designed to provide our clients with a single communications vehicle, comprised of timely and insightful business development information to better assist them in growing their business. Insight & Outlook will focus on five key areas; Market Commentary, Industry Insights, Fidelity Events, Industry Events and Best Practices. This newsletter will be sent to all contacts designated as business principals.
Fidelity Flash
Issued to designated operations and principal contacts, the Fidelity Flash e-mail is your weekly source to stay informed on operational issues and updates. The Fidelity Flash is distributed every Tuesday.
Fidelity Flash Alerts
Delivered via e-mail, Fidelity Flash Alerts are issued only when there is an important communication that requires your immediate attention.
Fidelity Product & Service Update
Fidelity Product & Service Update is our quarterly newsletter that provides you information on Fidelity product and service enhancements and updates.
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