Fidelity Investments
Business Profile
Core Value Proposition
Fidelity Investments helps customers plan and achieve their most important financial goals through a wide range of financial products and services.
Target Customer
Individuals and businesses seeking financial planning, retirement solutions, and investment services.
Key Differentiator
Fidelity offers a comprehensive suite of financial products combined with no account fees and commission-free trading on US stocks and ETFs.
Implementation Timeline
Customers can see value immediately after opening an account due to no account fees and access to commission-free trading.
Pain Points
- 1Need for personalized financial planning and advice.
- 2Desire for low-cost investment options.
- 3Access to a wide range of investment products to achieve various financial goals.
Key Features
- 1Comprehensive wealth management and financial planning services.
- 2Commission-free online trading for US stocks and ETFs.
- 3Diverse investment options including mutual funds, ETFs, and crypto.
- 4Retirement accounts including IRAs and 401(k) plans.
- 5Health Savings Accounts (HSA) with tax advantages.
Target Customer Industries
Decision Makers
- 1Financial Advisor
- 2Portfolio Manager
- 3Wealth Management Consultant
Client Results
- 1Achieving financial goals through personalized planning.
- 2Cost savings on trades with commission-free options.
- 3Tax savings with specialized accounts like Roth IRAs and HSAs.
Competitive Advantages
- 1No account fees and zero commissions on trades for US stocks and ETFs.
- 2A broad range of financial products that cater to both individual and business needs.
- 3Expert insights and disciplined approaches that have supported generations through market changes.
Key Benefits
Additional Product Information
Product Description
Fidelity Investments offers financial planning, investing, and wealth management services designed to help individuals and businesses achieve their financial goals.
Target Market
Individuals and businesses looking for comprehensive financial services and investment solutions.
Unique Value Proposition
Fidelity combines a wide array of investment products with no account fees and commission-free trading, providing transparency and value.
Technical Requirements
None specified.
Pricing Model
No account fees for brokerage accounts and commission-free trading for US stocks and ETFs.
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