Fidelity Investments has added multiple tools to its advisor technology platform that will make it much easier for advisors to navigate, anytime, anywhere.
The enhancements are especially useful in today’s remote working environment, which finds many advisors working from home, communicating with their home office, colleagues and clients online, as a result of the COVID-19 pandemic.
Fidelity says there’s been a significant increase in digital tool adoption during the current crisis, including more than double the number of eSignature money movements and a 45% increase in new account eSignature adoption between February and April.
Fidelity has also seen high call volumes from advisors in recent months as it helps “advisors navigate a challenging time,” said Joe Kurtzer, head of client experience for Fidelity Institutional, in a statement.
The latest enhancements to the Wealthscape platform are:
- A Virtual Assistant to answer everyday questions about the platform while working on it
- An enhanced Platform Search function
- Smart Walkthroughs that allow advisors to learn platform features by walking them through key tasks while using them
These new features “make it even easier for advisors to navigate our platform so they can spend more time engaging with the clients and delivering higher levels of value,” said Lisa Burns, head of platform technology at Fidelity Institutional, in a statement.
Some will naturally evolve on their own as more advisors use them more frequently. The Virtual Assistant and enhanced Platform Search, for example, will become smarter as individual advisors ask more questions. Through artificial intelligence they will be able to predict the information an advisor might need based on their past activity on the platform.