Productivity Automation

Fidelity 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.

Details

The head of Fidelity Labs confirmed in an August 2025 interview that AI tools have significantly compressed the time required for prototyping and testing new product ideas, reducing development that previously took weeks or months to an afternoon in some cases. The lab is actively exploring agentic AI workflows to support portfolio managers and analysts. Fidelity Labs is also seeking to hire applied generative AI practitioners to build large language model-powered applications for financial services, including agentic AI products.

Products affected

Fidelity Labs internal development pipeline

Sources & Evidence

News Article

New Fidelity Labs Chief on Developing Products More Efficiently with AI

InnoLead·Aug 2025

https://www.innovationleader.com/financial-services/new-fidelity-labs-chief-on-developing-products-more-efficiently-with-ai/

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.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.Customer SvcFidelity 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.

Have evidence about Fidelity Investments's AI practices? Submit a report.

Report a Sighting →