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Fidelity Mobile®Apps for iPhone® and Android

Gold Stevie Award Winner 2016, Click to Enter The 2017 Stevie Awards for Sales and Customer service

Company: Fidelity Investments, Boston, MA
Company Description: With assets under administration of $5.2 trillion, including managed assets of $2.1 trillion as of 3/31/15, we focus on meeting the unique needs of a diverse set of customers: helping over 24 million people investing their own life savings, 20,000 businesses to manage their employee benefit programs and providing 10,000 advisory firms with technology solutions to invest their own clients' money.
Nomination Category: App & Mobile Website Categories
Nomination Sub Category: Financial Services / Banking

Nomination Title: Fidelity Mobile®Apps for iPhone® and Android™

The date on which this nominated mobile site or app was first published: May 31, 2016

Briefly describe this mobile site or app’s objectives and how it has met those objectives (up to 200 words). If applicable, include here the platforms your app supports:

Our reimagined brokerage app for iPhone and Android offers a first-of-its-kind customized Feed that delivers news and market information based on what a user owns, has on their watch list, has recently researched, or has chosen from a vast menu of investing topics. The app's personalized Feed enables users to keep tabs on information impacting their portfolios and helps them discover new investment opportunities. The feature was developed in response to customer feedback indicating they would also like to use the app as a discovery platform, beyond monitoring performance, transferring money, making trades and depositing checks. Internal teams included Brokerage and Young Savvy Investor members and seven integrated Scrum teams from Boston, Merrimack, North Carolina, China and India. They worked together for a year – product, technology, Design (UXD) and QA associates – using input from over 4,000 survey and usability sessions. Employees were invited to be part of the product development and beta testing, which ended up including over 800 participants. The result was a completely new and customized user experience delivered in record time as a great example of 4X methodologies: Articulate customer outcomes, Reduce uncertainty, Align work, Deliver value through learning and Create visibility.

List the appropriate creative and production credits for this app: Advertising Agency/City: Client: Art Director: Cinematographer: Creative Director: Designer: Director: Illustrator/City: Music Producer/City: Photographer/City: Printer/City: Producer: Production Company/City: Programmer: Writer: Web Development Firm/City:

Internally developed by Fidelity Investments teams.