Case Study

Igniting advisor access with a transformative app



Fidelity wanted to arm its independent advisors with a powerful Compendium Mobile App.


A strategic Ignite (strategy) engagement with cross organizational resources and advisors identified key features/functions for the app.

Established the blueprint for the mobile solution.


With an aggressive timeline, we developed the app using an agile methodology.

The app uses biometric authentication for advisor login, and provides immediate access to key client data relevant to advisors when on the road or in front of clients.