Fast forward 5 years... What does the adviser experience look like?

  • Reporting
  • Product / Options
  • Cost / Time
  • Information
    • CRMs
    • Client data
  • Compliance
  • Risk
  • Higher relationship driven
  • Not a number


Fidelity Life comments:

As we discussed in the session, we have invested in additional resourcing to boost support to advisers and to our team.

We have also created a new business analyst role within my Distribution team. This provides an opportunity to  understand and utilise the data we have to provide you with better information and insights.

Our new Chief Technology Officer, Dan Wilkinson, is also exploring various options to ensure Fidelity Life is easier to do business with.

Product development has been a big focus for the first half of this year and we look forward to launching a range of more than 40 enhancements in May.