Changing Our Game: How Fidelity’s API Strategy is Improving Customer Experiences
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In today’s interconnected digital landscape, efficient and secure exchange of data has become a cornerstone for business growth and innovation. In this presentation, we will delve into the game-changing API strategy employed by Fidelity to revolutionize customer experiences. By leveraging cutting-edge Application Programming Interfaces (APIs), Fidelity has embarked on a transformative journey, enhancing its offerings and redefining the way customers interact with Financial Services. We will explore key elements of Fidelity’s APIs and how it will reshape the industry, leading to unparalleled customer experiences.
Learning Objectives:
- Fidelity is implementing digital solutions that simplify processes and enhance results for our clients customers and their employees.
- Value to Clients: Seamless integration, Personalization, Transparency, Real-time data sharing, Standardization.
- Voice of the Customer: Speak to your HR/Payroll providers to demand providers leverage modern technology to reduce friction on data sharing.
Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/. Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.
Tina Strandell
Tina Strandell, Vice President of Product Management, has been with Fidelity Investments for 5 years, establishing strong data integration and partnerships between HR/Payroll providers and Fidelity’s employer benefits offerings. Over the past decade, she has successfully led teams in both service and product, supporting HR/Payroll systems.
With a diverse professional background spanning over 20 years, here her career journey began as a 4th grade teacher before transitioning to work for the United States Air Force. Today, Tina’s passion is to simplify processes, and specialize in finding innovative solutions to reduce client administrative burden when managing data between HR/Payroll systems and Fidelity products. Tina’s vision is to enhance employer and employee experiences by enabling real-time data sharing.
Deba Sahoo
Deba is currently an Senior Vice President and Product Area Leader for Employer Servicing and Integration within Fidelity's Workplace business (the leading provider of 401(k) plans and other employer benefits with $3.7 trillion+ dollars under administration). He leads product management and development for external integration with employers, payroll/HR providers, and other third parties.
In his 13+ years at Fidelity, he has held senior leadership roles in Product, Relationship Management, and Strategy. Prior to Fidelity, he held various leadership roles in Technology. He holds an MBA (Honors) from The University of Chicago Booth School of Business and a Bachelor of Engineering (Honors) from National Institute of Technology, India.
