Interactive Tool for Fidelity’s Unified Household Management Team

Fidelity’s Unified Household Management team sought to enhance their sales representatives’ ability to communicate the value of their Household Tax Strategies offering. They needed an interactive solution that could simplify complex investment concepts and demonstrate personalized benefits for customers.

We partnered with Fidelity to develop an engaging, user-friendly tool tailored to advisors and customers. The interactive tool enables sales representatives to guide customers through a step-by-step process:

1. Define Current Investment Status
   Users input details about their existing investment accounts, asset allocation, and financial objectives through a series of intuitive screens.
2. Customized Investment Strategy
   The tool analyzes the provided information and showcases how Fidelity’s Household Tax Strategies can optimize asset allocation. Using clear visuals and data-driven insights, it highlights how these changes align with customers' long-term financial goals.

The interactive tool empowers Fidelity’s advisors to:

• Deliver clear, personalized insights to customers.
• Enhance customer understanding of the benefits of tax-efficient investment strategies.
• Build trust and engagement by showcasing the tangible impact of Fidelity’s offerings.

This solution has strengthened the connection between advisors and customers, driving better conversations and more informed investment decisions.