Hey Fidelity,
welcome to monday.com

We’re here to partner with Fidelity to accelerate enterprise transformation and deliver exceptional client outcomes at scale.

Contact your account team

How your Fidelity colleagues are already using monday.com

Lifecycle management

Client retention

Inactive or lost client risks

Cultural events

Employee performance

The future of work at Fidelity

Our workspaces are super intuitive and flexible, giving each agency and team the freedom to customize their work while ensuring consistency every step of the way.

From maximizing operational excellence to amplifying each team member's business impact, monday.com has the built-in tools each person needs to achieve their goals.

But don’t just take our word for it, check out what your colleagues have to say.

Dustin Moreault

Senior Strategic Portfolio Planning Manager

We are still early in our implementation, but monday.com is already becoming the foundation for how we will manage work across the HRSS PMO. It is enabling us to move toward a more standardized, transparent, and scalable way of handling intake, project execution, and reporting. Today, much of the impact is in solutioning and design; establishing the architecture, governance, and processes that will ultimately reduce manual effort, improve visibility, and support more consistent delivery.

Learn more

Jira Integration

We built a Jira integration with a secure gateway, aligned with Fidelity’s protocols. 

With this seamless 2-way integration, you'll be able to manage both directions of data flow in a single configuration. Built with your team in mind, this secure connection will help you maximize performance, monitoring, and flexibility.

We integrate with everything you use

We know that your rely on many different tools for your daily work, so we’ve invited them to the party. Your must-have tools integrate seamlessly with monday.com.

Jirra

Teams

Sharepoint

Outlook

Enterprise-grade security

We know that your rely on many different tools for your daily work, so we’ve invited them to the party. Your must-have tools integrate seamlessly with monday.com.

GDPR

AICPA

ISO

HIPAA

Need help or have a new use case in mind?

Launch monday.com

Expand into new workflows

Explore AI capabilities

Request additional seats or apps

Get help optimizing an existing board

Our team is here to help

Pankit Doshi

Dedicated Fidelity Account Manager

Pankit, your dedicated account manager has been working with Fidelity for over two years. He’s supported the onboarding of 100s of teams, has deep insight into how Fidelity runs and uses monday.com. Contact him to see how your colleagues are accelerating their work with monday.

Your monday experts

Johnny Hwong

Senior Customer Success Manager, Enterprise