Fidelity Labs and the Digital Transformation of Fidelity Investments

The case analyzes attempts by Fidelity Investments to navigate the changing financial services landscape through the establishment of Fidelity Labs, an in-house innovation engine that was chartered to experiment, validate and develop new technological solutions. It explores some of the business implications of core technological changes that are sweeping through the financial services industry and in doing so helps them gain a better appreciation of the potential impacts of the 4th Industrial Revolution as it relates to financial services and investments.