Fidelity Investments is one of the largest financial services companies in the world, managing over $11 trillion in assets. As a privately held company focused on long-term success, Fidelity’s core values revolve around customer focus and innovation. Specifically, Fidelity emphasizes transparency, engagement, accountability, and creativity in serving its over 35 million customers worldwide. By constantly improving its products and services, Fidelity aims to be the most trusted and constructive financial partner for its clients.
Transparency Builds Trust with Customers
As a financial services provider, Fidelity Investments recognizes that transparency is essential for building trust with clients. Its transparent fee structures, easy-to-understand investment products, and robust client education resources demonstrate a commitment to helping customers make informed financial decisions.
Customer Engagement Enhances Relationships
Fidelity prioritizes customer engagement through multiple channels, including phone, online, and in-person consultations. By actively listening to clients and understanding their evolving needs, Fidelity strengthens relationships and provides tailored solutions.
Accountability Drives Continuous Improvement
At all levels, Fidelity employees have a sense of accountability to do right by customers. This motivates them to acknowledge problems, implement solutions quickly, and continuously enhance products, services and experiences.
Creativity Powers Innovation
Fidelity fosters a culture of creativity that allows for innovation across its businesses. Developing intuitive platforms, unique investment offerings, and integrated advisory services demonstrates how creativity enables Fidelity to better serve different customer segments.
As a privately owned company not beholden to short-term shareholder demands, Fidelity Investments places the customer at the heart of its core values. Its commitments to transparency, engagement, accountability and creativity allow Fidelity to build trust, strengthen relationships, and drive innovation for over 35 million individuals, families and institutions.