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
Overview of FIIS
Q & A
Fidelity Investments Institutional Services
Company, Inc. (FIIS)
We distribute Fidelity products, programs and services through a variety of financial institutions
Pension Fund Administrators
*Headcount and financial data as of 9/30/04
Fidelity’s products, programs, and services are
sold three ways:
Directly to the public
Through company sponsored retirement plans
FIIS 2005 Core Strategies
Fidelity Advisor Funds
Fidelity Advisor World Funds
Fidelity Destiny Plans
Fidelity Institutional Money Market Funds
Fidelity Variable Insurance Products (VIP) Portfolios
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 Services
Fidelity Advisor 403(b) Plan
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
Client Home Office
Client Home Office
FIIS Sales Strategy
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
Inside Sales Division
Insurance Business Unit
Bank Business Unit
Cash Business Unit
Destiny Business Unit
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
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.
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:
Advisor and Institutional Call 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
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
Distribution Business Support
Business Planning & Analysis and Marketing Business Support
Client Services and Technology Business Support
The Management Effectiveness team
works with FIIS managers to:
Core Human Resources
HR Solutions 1-800-835-5099
Outstanding Achievement and Outstanding Leader Awards
Volunteer Opportunities-Robin Smith
Les Concierges-Martha Cox
Q & A