Thought Leaders: Fidelity Investments

Q+A | Thoughts on innovation and leadership from the region's top disruptive companies and organizations.

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Fidelity Investments® is one of the world’s largest and most diversified financial services firms with $7.0 trillion in client assets, connecting with 28 million people, 23,000 employers, and 13,000 financial advisory firms in the moments that matter in their lives. Our award-winning company has a diverse population of more than 5,400 employees in North Texas.

What’s Fidelity’s innovation mantra?

Our commitment to “take intelligent risks rather than follow the crowd” means
a constant focus on what’s next so we can make every product, service and experience better for our customers. Our in-house R&D lab wonders what’s possible, then finds out—starting first with outside-in research and academic partnerships to explore emerging technologies and rapidly developing new products and businesses to revolutionize the financial wellbeing of our customers. For example, Fidelity recently launched a new company, Fidelity Digital AssetsSM, to offer institutional-quality custody and trade execution services for digital assets, such as cryptocurrencies, to sophisticated institutional investors, like hedge funds.

What are ways Fidelity fosters innovation?

We nurture a spirit of inquiry and new perspectives amongst our employees to drive better business outcomes for our customers, whom we place at the center of everything we do. Our employees use Design Thinking, crowdsourcing campaigns, art, experiential learning and more to inspire creativity and make new discoveries. One program in Westlake is the Innovation Challenge where employees solve challenges, deepen their skills and meet new colleagues.

How does Fidelity make innovation come alive?

We teach and share innovation, like speaking at industry events, running innovation programs and Design Thinking boot camps, leading popup classes at Stanford, and we invite in industry leaders to educate and spark conversation among our employees. Our leaders also o er their learnings, as one executive did in her reside chat at The Dallas Regional Chamber’s Women’s Business Conference.

What is Fidelity’s view about career opportunities?

Mobility means blazing your own trail or reinventing your career without leaving the company. Our Westlake employees explore opportunities through 1:1 coaching at the myCareer Center.

We invite you to learn more about our work at and our career opportunities at

A version of this Thought Leaders article was first published in Dallas Innovates 2019—The Magazine.

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Dallas Innovates 2019—The Magazine explores the region as a rising tech hub that will shape the future of innovation. The theme of our second annual print publication, “A Breakout Moment,” explores why now is the time for the region to grab its place in the tech universe. 

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