Fidelity
Participant Experience
Fidelity
Fidelity
Participant Experience
Fidelity
The Participant Experience video is visual walkthrough of the two basic types of Fidelity’s online retirement plan participants. It showcases how investment professionals can talk to the plan’s participants to understand what kind of investor they are. We used the metaphor of “Do It Yourself” vs. “Do It For Me” to show that they can either use the Planning and Guidance Center on their own or sign up for the Fidelity’s Portfolio Advisory Service which handles it for them.
