Boston, 2110, MA,
United States
Fidelity Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Fidelity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 78000 Fidelity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fidelity has purchased the following applications: SAP S/4 HANA for ERP Financial in 2021, Workday Benefits for Benefits Administration in 2020, ModelOp for AI Guardrails in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fidelity is running and its propensity to invest more and deepen its relationship with SAP , Workday , FIS Global or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Fidelity revenues, which have grown to $18.20 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Fidelity intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP Financial Management | n/a | 2021 | 2021 |
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Expense Management | ERP Financial Management |
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2019 | 2019 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2020 | 2020 |
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Benefits Administration, Pension Administration | HCM |
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2010 | 2010 |
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Core HR | HCM |
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2022 | 2023 |
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HR Service Delivery | HCM |
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2019 | 2019 |
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Payroll | HCM |
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2022 | 2023 |
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Performance and Goal Management | HCM |
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2018 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2015 | 2016 |
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Succession and Leadership Planning | HCM |
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2018 | 2018 |
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Talent Management | HCM |
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2018 | 2018 |
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Talent Sourcing | HCM |
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2018 | 2018 |
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Workforce Analytics | HCM |
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2018 | 2018 |
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Workforce Planning | HCM |
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2019 | 2019 |
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Workforce Scheduling | HCM |
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2018 | 2018 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ModelOp | Legacy | ModelOp | AI Guardrails | AI Development | n/a | 2021 | 2022 |
In 2021, Fidelity implemented ModelOp to scale AI model operations and automate governance and monitoring for hundreds of production models. The deployment targeted finance and compliance teams in the United States, with an explicit focus on operationalizing models in production under centralized controls.
Implementation centered on ModelOp's AI lifecycle automation and governance capabilities, leveraging automated model monitoring and policy enforcement workflows to manage model registration, validation, and ongoing compliance controls. The engagement used ModelOp as an AI Guardrails solution to codify policies and instrument continuous oversight across model workflows.
ModelOp operated as a platform layer providing lifecycle orchestration and auditability for production models within Fidelity's finance and compliance functions, producing consistent monitoring records and alerting for model drift and policy deviations. The operational scope covered hundreds of production models and prioritized standardized governance for risk and compliance reviewers.
Governance and process changes embedded automated policy enforcement into model pipelines and introduced centralized monitoring and reporting for compliance stakeholders. The engagement delivered faster time-to-production and improved oversight as described in the case study, while preserving a focus on model lifecycle automation and enforceable policy controls.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2023 | 2023 |
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Data Warehouse | Analytics and BI |
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2021 | 2021 |
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Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Document Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Database Performance Monitoring | ITSM |
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2024 | 2024 |
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IT Service Management | ITSM |
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2012 | 2012 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM and Investor Relationship Management | Investment Management |
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2009 | 2009 |
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Trading Platform | Investment Management |
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2025 | 2025 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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API Management | PaaS |
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2018 | 2018 |
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Extract, Transform, and Load (ETL), Data Replication | PaaS |
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2017 | 2017 |
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Robotic Process Automation | PaaS |
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2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Database Management | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2019 | 2019 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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