Boosting Employee Wellbeing & Productivity at Fidelity with Circles

The Challenge

In the competitive world of financial markets, attracting and retaining top performers means going beyond traditional perks and compensation. Fidelity (FMR) recognised that employees increasingly expect benefits that are personalised, practical, and genuinely improve their quality of life.

Standard, one-size-fits-all offerings were no longer enough. Employees wanted support tailored to their unique needs - help that freed up their time, reduced stress, and gave them the flexibility to manage demanding careers alongside personal priorities. FMR set out to find a tailored benefits solution that would resonate with its diverse workforce and position the firm as an employer of choice.

The Circles Solution

Circles have partnered directly with FMR to launch a digital work-life balance program designed around the unique needs of financial services professionals.

Key elements included:

• Personalised Digital Platform - A web and mobile experience, available 24/7 and tailored to each employee.
• Unlimited Lifestyle Support - Covering life admin, travel planning, and concierge services to help employees reclaim valuable time.
• Proactive Engagement - Regular communications encouraging employees to take full advantage of the programme.

The Outcome

A Modern, Tailored Benefits Experience

By implementing Circles, FMR delivered a flexible, high-impact benefit that met employees where they are - improving wellbeing, reducing stress, and strengthening engagement.

This tailored approach positioned FMR as a forward-thinking employer, aligning benefits with the evolving expectations of today’s financial services talent.

The Results

The program saw immediate success, achieving:

• 60% employee sign-up within the first three months
• High repeat usage - showing strong value and relevance
• Average time savings of 5 hours per request freeing employees to focus on what matters most

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