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Beyond Robotics: A Look at Emerging Technologies

July 10, 2017

Emerging technologies are having a major impact on fund distribution. Fidelity’s James Harris breaks down how they’re using tech in everything they do.


Q: How are emerging technologies affecting fund distribution?
Often talked about are guidance and robo, but emerging technologies are permeating everything that we do. Even traditional models now have to think about it in terms of understanding their clients, identifying leads or servicing their clients. From digital content to digital closets, all need to be part of their proposition.

Q: What digital distribution channels are Fidelity currently using and what are your future plans?
At Fidelity, we use advanced analytics for segmentation and targeting. We also use technology for aggregation and guidance tools. We've used wearables at client events, and we also use voice biometrics for client security and customer service. Looking forward, who knows? We may use AI and voice to do customer risk profiling.

Brown Brothers Harriman (“BBH”) is not affiliated with and does not endorse the views of any third party contributors that appear in this video.  The positions expressed in this material are those of the author as of 6 July 2017 and may or may not be consistent with the views of Brown Brothers Harriman & Co. and its subsidiaries and affiliates (“BBH”), and are intended for informational purposes only. Information contained herein is based upon various sources believed to be reliable and subject to change without notice. This material should not be construed as research or as investment, legal or tax advice, nor should it be considered information sufficient upon which to base an investment decision.
BBH is not affiliated with James Harris or Fidelity International.