Date of Graduation

5-2023

Document Type

Thesis

Degree Name

Bachelor of Science in Business Administration

Degree Level

Undergraduate

Department

Finance

Advisor/Mentor

Santamaria, Sergio F.

Abstract

For this paper, I want to analyze how new technology affects the financial industry for individual clients. My internship at Fidelity Investments provided me with a back-end view of the technology used for clients, while my Chase experience has provided me with an in-depth view of how clients use technology daily. I believe that the financial services industry is being taken over by new technology. This has created a new experience for customers that has made it easier for them to bank, apply for credit, and invest their money. I find this subject to be very interesting as someone who wants to go into the financial services industry. Fidelity Investments and JP Morgan Chase & Co. are large corporations that are leaders in the industry. From my experience, I have found that both companies are aware that if they are not constantly innovating, they are going to fail.

Keywords

Finance; technology; Agile; management; internship; corporate; FinTech

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