Skip navigation
PODCASTS

Wealthies Circle Podcast: Fidelity's Digital Solutions

Fidelity Institutional's Lisa Burns introduces the firm’s technological integration system available for financial professionals.

 

Resources

In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa talks about Fidelity’s platform technology for wealth management firms, including it's open architecture digital store that allows for firms to increase their fintech integrations with ease. Fidelity’s technology consultants also help clients optimize the use of digital tools.

Burns_Lisa_15071-1128_Web.jpg

Lisa Burns

In this conversation, you’ll learn:

  • The details of Fidelity’s health savings account as a solution for clients to prepare for the rising cost of health care and retirement;
  • How the company uses its Wealthscape onboarding platform for a seamless client onboarding process; 
  • What the fintech vendor ecosystem is, its role in prioritizing customer demands;
  • And more!

Tune in to discover Lisa’s thoughts on the virtual reality that’s taking over the traditional way advisors expand their practices!   

Listen to the Wealthies Circle Podcast

TAGS: Fidelity
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish