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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

Thursday, May 1, 2014 – 6:46 PM by Lisa Shidler
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'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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