Fidelity / Workplace Giving

Fidelity Charitable wanted to reach a ‘High-Earning, Not Rich Yet’ (HENRY) population that was not yet in their giving product population. Working together with our partners at Fidelity, BLDG25 brought together multiple stakeholders and data streams to build a product experience that ignited engagement, sustained interest, and resulted in profound impact for all.

Fidelity / Workplace Giving

Fidelity Charitable wanted to reach a ‘High-Earning, Not Rich Yet’ (HENRY) population that was not yet in their giving product population. Working together with our partners at Fidelity, BLDG25 brought together multiple stakeholders and data streams to build a product experience that ignited engagement, sustained interest, and resulted in profound impact for all.

HIGHLIGHTS

First Cloud-native Application at Fidelity
Integration of Multiple Data Sources
Behavioral Nudges to Anchor Goals
Reporting that Drives Action
Matched Giving
Speed to Market

WHAT WE DID

Hand letting go of sand freedom concept

Problem


Fidelity clients wanted matching gift and volunteer programs to be more effective. Employees wanted to achieve personal giving goals. Trust, transparency, and ease of use were among the barriers to success.

Fidelity Website home page

Solution


Using insights from our blended behavioral design process, we built a fully integratetd e-commerce-like consumer experience product embedded with transparency, behavioral nudges, personal touchpoints, and anchors that kept our customer targets invested.

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The Results


Fidelity launched a minimum viable product in seven months which we went on to scale through several iterations; the platform sold to more than 19 enterprise customers in the first twelve months and our behavioral elements delivered an Average Transaction Value of 150% above industry baseline.

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