Fidelity Go

 
 

Something Brand New

Fidelity Investments came to BEAM Interactive with a challenge. They wanted to create an app for millennials to be able to mange finances on their own within an app that managed finances algorithmically with human assistance. It’s name - Fidelity Go. An automated-investing service designed to help people invest. Since BEAM has top-end expertise in Strategy, User Experience / User Interface and Design, we helped Fidelity to develop those key areas for their newest venture into the digital investing space. Then, the partnership decided that a video to explain everything we created — needed to be created. That’s where I stepped in as Producer, Director and Editor.

Over the course of two days, we were able to shoot about 7 scenes with Trish, our Millennial investor saving for a down-payment on a house. We shot at BEAM’s offices, out on the streets of Boston and at a high-end bachelor pad in Boston’s South End. It was cold and in the middle of Winter, but we made it work. Desiree Santos was our main subject, and our supporting actor was Trish’s Mom (Des’s actual Mom). My colleagues Ben Heald (DP), Jason Walsh (Gaffer) and Charlye Cunningham (Producer) helped to pull the production together during the shoot days with Creative Direction from Will Harris.

Thereafter we iterated. The app itself was being designed concurrently, so we shot green screen with tracking marks on the iPad, then added the final concepts that BEAM was creating in Post. VFX were done with the help of After Effects extraordinaire, Colin Jackson and Engine Room Edit in Boston’s Back Bay.

All in all, it turned out fantastically. Our client felt it was a great way to sell the idea internally within Fidelity’s executive organization. The product itself was met with super-positive feedback from stakeholders and they are continuing to roll it out as of this writing.

  • Creative Direction: Dave Batista
  • Producer/Director/Editor: Matt Gelineau
  • Camera: Ben Heald
  • Lighting: Jason Walsh
  • Grip: Charlye Cunningham
  • Motion Graphics: Colin Jackson