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Our Fintech Pledge

Our commitment to fintech collaboration and simple onboarding

At Fidelity International, we realise that technology is rapidly evolving and changing almost every aspect of our lives: including those of our customers and clients. That’s why harnessing technology is so important to us – and working with fintechs helps us find cutting-edge technological solutions to ensure our clients and customers achieve their financial goals.

We’ve signed the Fintech Pledge, an initiative supported by HM Treasury and Tech Nation. By signing the Pledge, we're committing to providing fintechs with clear guidance on how we will partner with them, so that together we will find the best technological solutions for our customers and clients.

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“Fidelity International is committed to driving forward innovation, which helps us achieve our purpose of working together to build better financial futures. As a private company, we are uniquely placed to embrace new technologies being developed that will ultimately improve the experience and service offerings for our current and future clients. We support the Fintech Pledge and are excited at the opportunity it provides to partner with more start-up firms under a common set of global standards."

Anne Richards

The pledge

We pledge to:

  • Provide clear guidance to technology firms on how the onboarding process works through a dedicated online landing page
  • Provide clarity to tech start-up firms on their progress through the onboarding process
  • Provide a named contact, guidance and feedback
  • Encourage good practice and improvement
  • Commit to implementing this process 6 months from signing this pledge and providing bi-annual feedback in the first year
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Our simple on-boarding process

The following outlines the onboarding process from initial engagement through to completing a Proof of Concept (PoC):

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Introduction

Get in touch. Tell us about your proposal and how it can help our customers and clients. We’ll review your proposal and you may be asked to pitch so we can better understand your proposal

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Initial Assessment

If you're invited to a pitch, you’ll be asked to sign a Non-Disclosure Agreement. You’ll be guided by a named contact, while our designated experts take a more in-depth look at your proposal

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PoC

If you’re selected as our partner, we’ll work with you to formalise the scope, outcomes and requirements of a PoC. There will be a risk assessment and you’ll be asked to sign a PoC Agreement

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Evaluation & Next Steps

Throughout the PoC stage, we’ll offer you feedback. If the PoC is successful and we believe the opportunity exists to further scale our partnership, then we’ll work towards an enterprise-wide contract

If the PoC is successful and we wish to proceed further, then with your help we will carry out a full risk assessment where a risk rating will be assigned. We can then draft the final contract which we will ask you to agree and countersign. Finally, we will raise a purchase order and the process is complete.

Work with us:

Our commitment through the Fintech Pledge is to help new businesses realise their potential. However, for this to happen, the initial engagement with us needs to be done in a structured manner.

If you've got a great idea, we want to hear from you! Please get in touch here and provide the following information:

  • Your elevator pitch: business description and what differentiates you from your competition with details of any defining achievements and key clients
  • Your company details: the founder's background, number of employees (FT/PT/associates), location, and basic financial information (including sales turnover and funding stage)
  • The technological solution: what it solves and how it works (maximum 200 words)

We’ll use this information to evaluate the opportunity and get back to you within 15 working days.

Please do not include information that you deem confidential or commercially sensitive.

Useful information

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Fidelity and innovation

Check out some of Fidelity’s innovation content

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Supplier information centre

Learn more about our business and our culture

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FISV

Take a look at where we build and invest in fintech businesses and technologies