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fidelity.com
Fidelity Investments website
Fidelity Investments logo
Financial services United States

Investors get quick answers about accounts and services without waiting

Fidelity customers manage retirement, brokerage and education accounts. An owns.ai assistant now answers their general service questions instantly and points them to the right team.

Organisation
Fidelity Investments
Assistant
Indy
Live since
June 2025
86%questions answered instantly
18kconversations a month
24/7hours of cover

01 The challenge

Fidelity's customers have questions about opening accounts, transferring assets, tax forms, withdrawals and how to reach the right specialist. Many of these were routine service questions, but they competed for the same phone and chat capacity as complex, time-sensitive requests.

02 The solution

owns.ai trained an assistant on Fidelity's public customer service and account information pages. It answers general service questions, links to the right form or online tool, and routes customers to the correct specialist team. It provides information only and does not give investment advice or access account details.

03 What changed

  • Customers find the right form or tool without a call
  • Questions are routed to the right specialist team straight away
  • Answers stay within clearly defined compliance boundaries
  • Representatives spend more time on complex and time-sensitive requests
Customers want a fast route to the right form, tool or team. The assistant gets them there without a call, so our representatives can spend their time on complex and time-sensitive requests.
RMRiley MockaHead of Digital, Fidelity Investments
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