Customer Showcase

Fidelity is a recognised leader in the field of investment management. In total they manage investments worth more than $670 billion for millions of investors around the world – major institutions as well as private individuals.

Fidelity is the UK’s largest investment manager and is often seen as a leader in product and marketing innovation.

QND provide Fidelity with Concurrence, a sales and marketing software tool designed to create fully branded electronic outputs in minutes rather than weeks. Fidelity has successfully implemented Concurrence across their UK wholesale marketing teams focusing on:  

• Product Promotions: delivering fund presentations and supporting collateral i.e. video, factsheets, brochures to life company consultants and IFAs
• Workshops / Seminars / Sales Meetings (delivery of speaker presentations and supporting content on USB memory sticks to each delegate)
• New Fund Links: Fully branded personalised response to third party RFPs for adding new fund links

“Concurrence has taken our RFP process for strategic partners in a new direction. We can now clearly demonstrate our brand, product range and more importantly our sales and marketing support for strategic partners”
Marketing Manager, Financial Institutions - Fidelity International