List of Fidelity Virtual Assistant Customers
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United States
Since 2010, our global team of researchers has been studying Fidelity Virtual Assistant customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fidelity Virtual Assistant for Chatbots and Conversational AI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fidelity Virtual Assistant for Chatbots and Conversational AI include: Fidelity, a United States based Banking and Financial Services organisation with 78000 employees and revenues of $18.20 billion, Department for Business, Energy & Industrial Strategy, a United Kingdom based Government organisation with 4000 employees and revenues of $739.0 million and many others.
Contact us if you need a completed and verified list of companies using Fidelity Virtual Assistant, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Department for Business, Energy & Industrial Strategy | Government | 4000 | $739M | United Kingdom | Fidelity Investments | Fidelity Virtual Assistant | Chatbots and Conversational AI | 2021 | n/a |
In 2021, the Department for Business, Energy & Industrial Strategy implemented Fidelity Virtual Assistant for public-facing information and citizen services in the United Kingdom. Fidelity Virtual Assistant is recorded in customer listings under the Chatbots and Conversational AI category.
The deployment centers on conversational capabilities typical of Chatbots and Conversational AI, including natural language understanding, intent classification, question and answer automation, and scripted conversation flows to surface public guidance and service information. Module-level usage for the Fidelity Virtual Assistant is inferred from the AppsRunTheWorld customer listing rather than documented in a BEIS press release, so specific component configuration is not publicly detailed.
Operational scope is described at the departmental level for public-facing channels, indicating use across citizen services and public information workflows managed by the department's digital and communications teams. The implementation narrative implies content authoring and content management processes to keep guidance current, with escalation paths to human agents for complex or sensitive inquiries.
Governance is likely centered on departmental content stewardship and service governance to ensure alignment with official guidance and public sector expectations. Outcomes, performance metrics, and costs are not publicly detailed in the source listing, therefore no claims about impact or savings are stated.
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Fidelity | Banking and Financial Services | 78000 | $18.2B | United States | Fidelity Investments | Fidelity Virtual Assistant | Chatbots and Conversational AI | 2020 | n/a |
In 2020, Fidelity deployed the Fidelity Virtual Assistant, a Chatbots and Conversational AI application, across its consumer and advisor digital channels in the United States to improve on-site search, self-service, and routing to human representatives. The deployment targeted both retail investor and advisor-facing touchpoints, embedding the Fidelity Virtual Assistant into web and digital advisory workflows to surface answers and navigation assistance in-session.
The implementation configured the assistant to handle common investor questions and to improve navigation, leveraging conversational capabilities such as natural language understanding and intent-based routing consistent with Chatbots and Conversational AI solutions. Functional usage focused on on-site search enhancement, self-service resolution, and escalation logic that routes complex inquiries to human representatives.
The Fidelity Virtual Assistant was integrated with customer-service and CRM systems and advisor platforms, including Wealthscape, to synchronize context and enable routing into advisor workflows. Operational coverage was limited to United States digital channels, and the integration points emphasized customer-service handoff, advisor support workflows, and unified session context across consumer and advisor experiences.
Governance centered on centralized orchestration of conversational flows and escalation policies, aligning chatbot interactions with existing customer-service routing and advisor support procedures. Fidelity reported that the deployment delivered faster answers and more efficient support, reflecting improved self-service containment and smoother routing to human representatives.
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