Fidelity
245 Summer Street,
Boston, 2110, MA,
United States
Boston, 2110, MA,
United States
1 800-343-3548
Banking and Financial Services
Fidelity Technographics
Fidelity Technographics, Software Purchases, AI and Digital Transformation Initiatives
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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Fidelity Tech Stack and Enterprise Applications
Fidelity ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP S/4 HANA | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021, Fidelity implemented SAP S/4 HANA as an ERP Financial platform to centralize transaction processing and financial accounting across its enterprise back-office environment. The deployment was scoped inside Fidelity's Banking and Financial Services operations and targeted core finance, procurement, and order-to-cash domains for an organization of roughly 78,000 employees.
The SAP S/4 HANA implementation emphasized configuration and rollout of SAP SD, MM, and PP modules, implementing sales order management, procurement master data and purchasing processes, and production planning capabilities alongside core general ledger and financial accounting functionality. ABAP development and system customization were applied to adapt SAP S/4 HANA process flows to Fidelity business rules, supporting extensions and tailored validation logic.
Operational coverage centered on finance, procurement, and order-to-cash workflows, aligning SD and MM transactional processing with financial posting and master data governance to ensure consistency across ledgers and operational modules. The program focused on internal SAP module orchestration and application layer customization to standardize transaction flows and master data across impacted business functions.
Governance and rollout practices aligned with SAP change control norms, emphasizing configuration governance, transport management, and business process owner signoff, with cross-functional process alignment between finance and procurement teams to support consistent posting rules and master data stewardship.
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Expense Management | ERP |
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2019 | 2019 |
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Fidelity HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2020 | 2020 |
In 2020, Fidelity implemented Workday Benefits as its Benefits Administration platform. The deployment used Workday Benefits to centralize benefits configuration and employee enrollment workflows across the enterprise, positioning the application to manage core benefits administration functions.
Workday Benefits configuration work focused on defining benefit plan structures, eligibility rules, enrollment windows, life event processing, and benefit lifecycle management. The implementation included creation of custom reports and optimization of business processes to align enrollment and reconciliation workflows with Fidelity HR policies.
Integrations linked Workday Benefits with core HCM and payroll domains to ensure eligibility enforcement and to populate payroll deduction inputs, with the project team coordinating with vendors and internal developers to deliver carrier file feeds and ongoing post-production support. These integrations emphasized synchronized employee data, scheduled interfaces for payroll inputs, and reporting feeds for benefits reconciliation.
Governance and operationalization centered on requirements gathering, role based security and change control for benefit configuration, and a support model for post-production activities. Fidelity’s program blended technical configuration, custom reporting, and business process restructuring to hand off operational ownership to HR and payroll teams.
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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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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Fidelity 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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IT Decision Makers and Key Stakeholders at Fidelity
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Technology Officer | CXO | IT | |
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Vice President, Mainframe Infrastructure and Operations | VP | IT | |
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Director Database Administration Management | Director | IT | |
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SVP, Head of Data and Platform Engineering | VP | IT | |
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Director DevOps Automation | Director | IT | |
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CIO | CXO | IT | |
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Director, RPA | Director | IT | |
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VP, Intelligent Automation/Artificial Intelligence | VP | IT | |
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Director, RPA | Director | IT | |
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Director, RPA | Director | IT | |
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VP, Human Resources | VP | HR | |
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Head of Human Resources, Enterprise Technology and Global Services | Director | HR | |
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Payroll Services Team Lead | Non Manager | HR | |
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Apps Being Evaluated by Fidelity Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fidelity IT executives and key decision makers. This section highlights Fidelity's latest recorded technology evaluations, including FIS Core Banking for Core Banking on 2026-04-01, Fidelity Netbenefits for Benefits Administration on 2026-03-17, and MoneyGuidePro for Portfolio and Investment Performance and Planning on 2026-02-13. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fidelity digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-04-01 | Fidelity | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |
| 2026-03-17 | Fidelity | Evaluated | Fidelity Investments | Fidelity Netbenefits | Benefits Administration | HCM |
| 2026-02-13 | Fidelity | Evaluated | MoneyGuidePro | MoneyGuidePro | Portfolio and Investment Performance and Planning | Investment Management |
| 2025-10-28 | Fidelity | Evaluated |
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CRM and Investor Relationship Management | Investment Management |
| 2025-10-08 | Fidelity | Evaluated |
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Community Management | CRM |
| 2025-09-23 | Fidelity | Evaluated |
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Endpoint Detection and Response (EDR) | CyberSecurity |
| 2025-09-15 | Fidelity | Evaluated |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
| 2025-09-10 | Fidelity | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2025-08-13 | Fidelity | Evaluated |
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Trading Platform | Investment Management |
| 2025-07-31 | Fidelity | Evaluated |
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Call Center | CRM |
FAQ - APPS RUN THE WORLD Fidelity Technographics
Fidelity is a Banking and Financial Services organization based in United States,
with around 78000 employees and annual revenues of $18.20 billion.
Fidelity operates a diverse technology stack with applications such as
SAP S/4 HANA, Workday Benefits and ModelOp,
covering areas like ERP Financial, Benefits Administration and AI Guardrails.
Fidelity has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Workday and ModelOp.
Fidelity recently adopted applications including
Jane Street JCX Digital Assets Single Dealer Platform in 2025, Broadcom Detector for Db2 in 2024 and Palantir Foundry in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fidelity’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Fidelity’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Fidelity technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.