In 2025, Fidelity Investments was recognized as a finalist in several categories as part of Think Advisor's Luminaries Class. A series of recent updates to the firm's Integration Xchange platform – leveraging artificial intelligence and other innovations – are helping financial advisors enhance the client experience.
In this podcast, Tricia Haskins, head of Platform Data, Reporting and Integrations for Institutional Wealth Management Services at Fidelity, discusses Integration Xchange and how technology-driven innovation is changing the industry.
You'll also hear:
• How new platforms and services are reshaping the client experience – and how advisors can leverage them.
• What 2026 may hold for advisors and their clients.
To hear the full interview and learn more about the 2025 Luminaries Class, explore Think Advisor's additional coverage.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
Fidelity Investments is an independent company, unaffiliated with ThinkAdvisor.
Fidelity Investments® provides investment products through Fidelity Distributors Company LLC and clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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