Fidelity Investments: From Goodness to Greatness — Going All-In on Agile Auditing
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Innovating Auditing: How Fidelity’s Team Blends Structure, Technology and Procedure
Fidelity helps an estimated 30 million people invest their savings and 22,000 businesses manage employee benefit programs. The company also provides more than 13,500 financial advisory firms with investment and technology solutions they rely on to invest their clients’ money. Despite earning a leading-edge reputation, Fidelity’s audit team continually scans the horizon for new opportunities to innovate.
In this profile, Fidelity Executive Vice President and Chief Auditor Jeffrey Jarczyk explains how his team blends structural, procedural and technological mechanisms to continually improve future auditing activities.