Case Study

Fidelity International increases revenue by focusing on the Voice of the Client

Fidelity International is a top global investment management company with over 2 million clients in 28 countries and offers world-class investment solutions and retirement expertise. Driven by the needs of clients, Fidelity recognised the value of improving the client experience through a new Voice of the Client program. Powered by Medallia, this program would embed a customer centric culture from executives to the front line, deliver service excellence and clearly demonstrate the impact of client experience on strategic outcomes.

Using surveys and touchpoint monitors, Fidelity worked with Medallia to launch a globally consistent approach to measuring customer experience. To further enrich insights, the analytics team overlays behavioral metadata onto NPS feedback to help diagnose where journey improvements should be targeted. The program enables every colleague to access, understand and act on client feedback in order to make improvements to products and services where they matter most in the customer journey.

Read the case study and find out how Fidelity has achieved tangible positive commercial outcomes, ultimately improving retention rates of client assets and driving up net new sales.