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How Fidelity International United 40 Offices with Consistent Risk Reporting

For over 50 years, Fidelity International has been building better financial futures for its clients through investment management services. With a strong focus on sustainable investment returns, Fidelity actively integrates sustainability into its business operations and processes. Operating across 40 office locations in Europe, India, APAC, and the UK, Fidelity sought a more consistent, global approach to health, safety, and sustainability management. Since implementing Intelex, the company has seen a significant improvement in incident reporting and proactive safety initiatives across all regions.

Impact

  • Achieved a significant increase in near-miss and safety observation reporting.
  • Established a global, standardized framework for safety and risk assessment.
  • Integrated psychological safety and employee well-being into safety processes.

Outcome

Since adopting Intelex, Fidelity has created a workplace culture where employees actively identify and report safety concerns. Leadership now has clear information about workplace safety across all regions, helping them make better decisions to keep employees safe and healthy.

The Challenge for Fidelity International

Fidelity faced challenges keeping their employees safe consistently across their global workforce. While regions such as the UK and India had strong safety reporting, others—particularly in Europe and APAC—lacked consistency in tracking incidents. This made it difficult to understand overall safety performance and identify risks before people got hurt.

Near-miss reporting was particularly concerning. Prior to Intelex, Fidelity had no recorded near-miss incidents for over three years, indicating employees weren't reporting close calls that could prevent future injuries. Additionally, without a central system, leadership couldn't analyze safety trends and effectively protect workers across different regions.

How Intelex Helped Fidelity International

Fidelity implemented Intelex to create a global system for keeping employees safe and healthy across all locations. The platform gave them consistent ways to report incidents and assess risks, allowing leadership to see how well they were protecting workers across the organization.

Intelex also helped Fidelity shift to preventing accidents. By encouraging employees to report near-misses and safety observations, the company could identify potential dangers before anyone got hurt. Employees across all regions became more engaged in keeping each other safe, creating a culture where everyone takes responsibility for workplace safety.

Looking ahead, Fidelity plans to expand its focus on psychological safety and well-being, working with Intelex to further embed these priorities into how they protect employees. By moving from traditional safety processes to a complete approach that puts employee health first, Fidelity is ensuring their global workforce stays safe, healthy, and productive.

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