FIIS F oundations. February 7, 2005. Overview of FIIS FIIS Departments Smithfield Highlights FIISnet Q & A. Agenda. Fidelity Investments Institutional Services Company, Inc. (FIIS) We distribute Fidelity products, programs and services through a variety of financial institutions
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February 7, 2005
Q & AAgenda
Company, Inc. (FIIS)
We distribute Fidelity products, programs and services through a variety of financial institutions
Pension Fund AdministratorsWho we are
*Headcount and financial data as of 9/30/04
sold three ways:
Directly to the public
Through company sponsored retirement plans
Through intermediariesWhere do we fit?
Fidelity Advisor World Funds
Fidelity Destiny Plans
Fidelity Institutional Money Market Funds
Fidelity Variable Insurance Products (VIP) PortfoliosWhat do we sell?ProductsFIIS offers a wide range of investment products specifically for investment professionals.
FIIS strives to develop programs that will help firms and investment professionals grow their business.
Fidelity Advisor Charitable Gift Fund (ACGF)
Fidelity Advisor 529 Plan
Retirement Income ServicesWhat do we sell?Programs
Fidelity Advisor 403(b) Plan investment professionals grow their business.
Fidelity’s Advisor-delivered 401(k) serves companies with 10-1,500 participants with more than 100 investment options across all styles, and includes:
Premium Service Program
Premium 100 Service Program
Fidelity Advisor Traditional, Roth, and Rollover IRAs
Fidelity Advisor SEP and Simple IRAs
What do we sell?Retirement
Institutional Model investment professionals grow their business.
Client Home Office
Client Home Office
FIIS Sales Strategy
FIIS Organization investment professionals grow their business.
Marketing & Product
Responsible for providing sales and relationship management support to institutional clients and prospects. Fidelity products, programs and services are distributed through the client firm’s sales force to investment professionals.
Institutional Channel Management investment professionals grow their business.
Inside Sales Division
Insurance Business Unit
Bank Business Unit
Cash Business Unit
Destiny Business UnitInstitutional Distribution Group (IDG)
Responsible for providing sales and relationship management support to advisor broker/dealer clients and prospects. Fidelity products, programs and services are distributed through FIIS' sales force to investment professionals.
Eastern and Western Regional Sales investment professionals grow their business.
Inside SalesAdvisor Distribution Group (ADG)
Responsible for providing marketing strategy and support to IDG, ADG and Retirement channels. Create and distribute marketing collateral designed to help meet our sales goals.
Advisor Marketing investment professionals grow their business.
Investment Consulting Services (ICS)
Investment Product Management & Development
Marketing Communications (Marcom)
Supports the FIIS business by providing transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc. (FIIOC), as well as intermediary support and relationship management for FIIS clients.
Client Services consists of four business units: investment professionals grow their business.
Advisor and Institutional Call Services
Transaction ProcessingClient Services
Technology’s mission is to deliver timely solutions to our business partners through the innovative application and development of cost-effective technologies.
Architecture and Planning investment professionals grow their business.
Customer Relationship Management Technologies
Products and Processing
Sales and Service Technologies
Finance has oversight responsibility for all financial functions within FIIS.
Risk Management provides an integrated framework of risk management practices, standards, controls and support services in order to advance FIIS' business objectives.
Shared Financial Services investment professionals grow their business.
Distribution Business Support
Business Planning & Analysis and Marketing Business Support
Client Services and Technology Business SupportFinance
The Management Effectiveness team
works with FIIS managers to:
Benefits/Payroll (NetBenefits) investment professionals grow their business.
Core Human Resources
HR Solutions 1-800-835-5099Human Resources Functions
Outstanding Achievement and Outstanding Leader Awards investment professionals grow their business.
Volunteer Opportunities-Robin Smith
Les Concierges-Martha CoxIn Case You Haven’t Heard
FIISNet Demonstration investment professionals grow their business.
Q & A investment professionals grow their business.