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We Hear: G2 Picks Up Some Fidelity Biz?

Just over a month after moving its PA operations to Philly, we received this note that appears to come from the G2 camp regarding a certain familiar financial firm.

“Great news!! G2 has been awarded the relationship marketing business for Fidelity Investments.  As many of you know, we have been pitching the Fidelity business since February, and the work has paid off!!

The win names G2 USA as the relationship marketing agency for the brand’s 401K business which targets plan participants and their companies in an effort to convert customers to managed accounts. This is an extremely important business for Fidelity and an amazing opportunity for G2 to demonstrate our value in helping our clients to ‘Sell More.’”

We’ve sent inquiries to G2 and Fidelity on the matter, but have yet to hear back. We’ll keep you posted. Update: G2 would not officially comment on the matter.

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