Technical Lead
Retirement Readiness Analytic App
Fidelity Investments


Empowered Fidelity’s institutional sales team to adapt app for 401k sales to Fortune-100 customers.

Problem

Fidelity wanted to help their customers, especially Plan Sponsors, understand how retirement readiness affects their workforce. The goal was to use Fidelity’s rich data on employee retirement to spark meaningful conversations about workforce planning and to show how this impacts the overall health of their business. Many organizations weren’t aware of the ripple effects that poor retirement readiness can have on productivity and team dynamics.

Stakes

For Fidelity, the challenge was to use their data in a way that showed their value beyond being just a service provider. If they couldn’t help customers see the bigger picture, they risked losing relevance. For the Plan Sponsors, the stakes were even higher—ignoring retirement readiness could lead to skill gaps, higher labor costs, and even damage to their company’s reputation and bottom line.

Discovery

Fidelity’s use of a data-driven cinematic story based on customer records helped them shift the conversation from discounts to future-focused employee planning.

Outcome

The project gave Fidelity a chance to show customers how much they could help with planning for the future. Plan Sponsors walked away with a better understanding of their workforce, practical steps they could take to address challenges, and confidence in Fidelity’s expertise. It also helped Fidelity build stronger relationships by moving beyond numbers and showing they could offer real solutions to complex problems.