Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors
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November 20, 2019 at 10:19 PM
Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
Jeff Spears
This is genius on numerous levels.
1.) Smaller footprint = lower costs. No need for the 8,00 square feet in a class A building like your OLD firm had.
2.) Leveraging technology allows you to meet when and where the clients and prospects want to meet. Increasing client satisfaction AND lowering T&E.
3.) Gen Y!
Thank you Fidelity
Bill Winterberg
You can watch my tour of the Office of the Future with Ed O’Brien here: http://youtu.be/jV20p2vqg7c
