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Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients

Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

Author Lisa Shidler
no description available
'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

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Mentioned in this article:

Fidelity Clearing & Custody Solutions
Asset Custodian
Top Executive: Sanjiv Mirchandani

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Jeff Spears

Jeff Spears

May 1, 2014 — 9:46 PM

This is genius on numerous levels.

1.) Smaller footprint = lower costs. No need for the 8,00 square feet in a class A building like your OLD firm had.
2.) Leveraging technology allows you to meet when and where the clients and prospects want to meet. Increasing client satisfaction AND lowering T&E.
3.) Gen Y!

Thank you Fidelity

Bill Winterberg

Bill Winterberg

September 29, 2014 — 8:56 PM

You can watch my tour of the Office of the Future with Ed O’Brien here: http://youtu.be/jV20p2vqg7c

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