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How Cloud Coach Drove Efficiencies at Fidelity Investments with Project Automation

Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Customer Onboarding

Boston, MA

Financial Services


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Data transparency

Management now has full project oversight

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Project automation

Projects can be created automatically, with a single click using templates

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Time savings

With teams working where their skills are best utilized

“We are able to automate project plans and free up others groups, so they are able to concentrate on other complex things for Fidelity.”

Victoria Lenhof

Functional Execution Lead, Fidelity Investments


The challenges

The solutions

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