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October 31, 2020

Ignite advisor access with a transformative app

1 min read

Case5

blue_down_arrow CHALLENGE

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

pink_down_arrow SOLUTION

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.

green_down_arrow RESULTS

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.

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