Customer ServiceVerified
Reviewed and published by trentmaziarz, July 4, 2026. Discovered and drafted by our automated research pipeline.
Fidelity Investments deploys a Virtual Assistant on its website and mobile app that uses natural language processing to help customers find information and navigate Fidelity.com around the clock.
Details
The Virtual Assistant, also called Fidelity Assistant, is described by Fidelity as an automated natural language search engine. It receives customer-typed queries and produces navigational responses and information to help users find answers on the site. Fidelity built the NLP infrastructure with input from research partners including the University of Galway through Ireland-based research centers, and has filed patents and released open-source tooling related to the effort.
Products affected
Fidelity.comFidelity mobile appFidelity Assistant
Sources & Evidence
Company Disclosure
Cite this record
Trace Foundation. (2026). Fidelity Investments: Fidelity Investments deploys a Virtual Assistant on its website and mobile app that uses natural language processing to help customers find information and navigate Fidelity.com around the clock (data as of 2026-07-04) [Data set record]. AI Trace. https://www.aitrace.org/r/practice/4b1ce09f-cac8-4ba9-89a0-56e5729aabf2. Accessed October 3, 2026.
- Stable link
- https://www.aitrace.org/r/practice/4b1ce09f-cac8-4ba9-89a0-56e5729aabf2
- Data as of
- July 4, 2026
- Last verified
- Not recorded
Other practices by Fidelity Investments
Customer SvcFidelity International offers Freya, a generative AI conversational interface launched in September 2025 for customers on its Personal Investing platform in the UK, designed to answer customer questions in plain language.ProductivityFidelity Investments uses generative AI and agentic AI tools within its innovation lab, Fidelity Labs, to accelerate product development, rapid prototyping, and the building of new financial technology businesses.RecommendationFidelity Investments offers Fidelity Go, a robo-advisor service that uses algorithms to suggest an investment strategy for retail customers based on their goals and risk tolerance, then automatically rebalances their portfolio over time.
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