Operating model

The business strategy used by Fidelity Investments is diversification. This model is distinguished by a decentralized approach to control and decision-making, wherein distinct business units and geographical areas are given a high degree of flexibility. This is demonstrated by Fidelity's wide range of product offerings, customized investment plans, and regionally focused advertising campaigns.

Fidelity achieves operational excellence by balancing standardization and integration, ensuring consistency and efficiency in its financial services. By centralizing control and standardizing core processes, Fidelity offers a comprehensive customer experience and a single brand. This approach connects data and services, providing clients with a comprehensive platform for accessing a wide range of financial solutions.

The centralized control and standardized procedures that characterize Fidelity's coordination operating model contribute to the uniformity and effectiveness of its extensive array of financial services. By centralizing important components like branding and core operations, they are able to maintain a unified and integrated approach while providing their clients with a recognizable platform. Their wealth management services, retirement plans, and investment options are all thoughtfully crafted to function in unison, demonstrating this coordination. Because of their emphasis on coordination, Fidelity is able to make the most use of their resources and offer a consistent customer experience, which solidifies their position as a major force in the financial services sector.

References: 

Fidelity Investments: Business Model, SWOT Analysis & Competitors 2023. (n.d.). GITNUX.

https://blog.gitnux.com/companies/fidelity-investments/