How Fidelity Investments Is Using Data And Analytics To Create A Diverse And Inclusive Organization

How Fidelity Investments Is Using Data And Analytics To Create A Diverse And Inclusive Organization

Amy Philbrook is the Head of Diversity and Inclusion at Fidelity Investments, a financial services company with around 50,000 employees. She’s been with Fidelity for 24 years working in almost every department. She started her career there in customer service answering phones.

“Diversity is the presence of differences and inclusion is a leveraging those differences to create value,” Amy says. They are two separate things and you can easily have one without the other. It’s easy to feel included on a team full of people who are just like you. And you can have a very diverse team, but if you don’t create an environment that is inclusive and that encourages everyone to share their ideas, those differences won’t really matter. You have to have both diversity and inclusion.

As the head of D&I, Amy works closely with the People Analytics team at Fidelity to make sure they leverage data in order to are make the best choices for the organization. “Data is the foundation for every decision you make in corporate America, and human decisions are no different. So working with the leaders in one sense means doing heavy lifting on people analytics and data analysis and then sitting down with the leadership team and putting that data on the table in a way that they can understand. And that motivates them to take action”.

Amy shared an example from a recruiting issue at Fidelity that was solved using data analytics. They found that they had a challenge retaining women in their first year at the company, no matter what role they held or what experience level they had. After conducting interviews, analyzing internal social networks, and finding out what managers were observing they were able to pinpoint the issue, which was that in the first year at the company women were more focused on learning the job vs. building a network.

Because they used data to pinpoint the main issue they are now able to work on a direct solution for the problem. They are currently modifying their onboarding process to ensure that everyone coming into the organization has a network of people around them that they can connect with and turn to for help.

In a perfect world we wouldn’t need a D&I team because everyone inside of organizations would be focused on staying diverse and inclusive, but we do not live in a perfect world. When it comes to getting leaders to buy into the importance of D&I, Amy says she tries to say away from technical D&I language she talks in terms of business, productivity, outcomes, etc…”I think it (D&I specific language) comes with baggage that creates barriers that waste time and energy trying to get over them.”

What you will learn in this episode:

  • How to use data to improve diversity and inclusion in your organization
  • Why she has stayed at Fidelity for 24 years
  • Why everyone should care about D&I and not just leaders
  • How to get leaders to care about D&I
  • How Amy works with People Analytics to improve D&I inside of Fidelity
  • Trends Amy is paying attention to

Link from the episode:

https://www.linkedin.com/in/fidelityamyphilbrook/

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Marriott’s CHRO on Tech, Humanity, and Building a Future-Ready Workforce

Marriott’s CHRO on Tech, Humanity, and Building a Future-Ready Workforce

What does it take to lead 800,000 employees across nearly 10,000 hotels into the future of work? In this episode of Future Ready Leadership, I speak with Ty Breland, CHRO of Marriott International, about how the company is building a workforce strategy that is tech-enabled but human-centered. Ty explains why technology should automate tasks but create more space for authentic human connection, how Marriott is using AI and workforce analytics to inform smarter decisions, and why wellbeing must now include financial and mental resilience alongside physical health. We also explore why leaders need to shift from annual surveys to real-time listening if they want employees to feel genuinely heard, how Marriott develops leaders from the frontline to the executive suite, and why Ty reframes change management as “change acceleration,” built on alignment, healthy debate, and agility.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

22 Sep 56min

Sparks: Make Work More Human: Breaking Assumptions About Work and How Employee Experience Can Make or Break Your Workforce

Sparks: Make Work More Human: Breaking Assumptions About Work and How Employee Experience Can Make or Break Your Workforce

Work is supposed to be human, but too often it feels like the opposite. For decades, we’ve built organizations on outdated assumptions: managers as “slave drivers,” employees as “cogs,” and work itself as “drudgery.” No wonder so many people feel disconnected. In today’s Leadership Spark, I break down what employee experience really means and why it’s the foundation of the future of work. We start by unpacking the basic concept of “experience” itself, how it shapes our memories, and why those memories define the relationships employees want, or don’t want, to have with their organizations. From there, we explore the flawed assumptions we’ve built work on, and what it takes to shift from a model of utility, where people need to work, to one of experience, where people want to show up. The future of work isn’t about cake, ping-pong tables, or corporate slogans. It’s about designing organizations where humanity comes first.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

19 Sep 10min

Patrick Lencioni Shares What Separates Great Leaders From the Rest

Patrick Lencioni Shares What Separates Great Leaders From the Rest

Leadership may come with titles, pay, and freedom, but it also demands sacrifice, and too often, leaders forget this truth. When they do, organizations slip into coddling cultures, unclear values, and employees unprepared for the realities of work. In this episode, Patrick Lencioni, CEO of The Table Group and bestselling author of The Five Dysfunctions of a Team and Working Genius, breaks down what leadership really requires and why so many organizations get it wrong. We explore why true leadership is rooted in service, clarity, and accountability, not perks or comfort, and caution against the dangers of companies trying to be “everything to everyone.” We also explore the balance between inclusion and responsibility, the widespread misuse of psychological safety, and how overemphasizing well-being can unintentionally weaken resilience. This conversation is a reminder that leaders must be brutally clear about values, hire for humility, hunger, and smarts, and embrace discomfort as the foundation for growth and long-term success.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

15 Sep 53min

Sparks: 8 Attributes You Need to Be a Vulnerable Leader (According to Over 100 CEOs)

Sparks: 8 Attributes You Need to Be a Vulnerable Leader (According to Over 100 CEOs)

What makes vulnerability in leadership powerful, but also dangerous? Leaders often confuse vulnerability with simply admitting mistakes or showing emotions. But without the right foundation, being “open” can backfire, leaving you looking weak or incompetent instead of inspiring trust. In today’s Leadership Spark, the spotlight is on the eight attributes of vulnerable leaders, distilled from my conversations with over 100 global CEOs. The discussion reveals that vulnerability on its own isn’t enough. It has to be paired with strong leadership qualities. We’ll unpack the three crucial attributes leaders need, such as competence, self-confidence, and motivation. You’ll hear real-world stories from failed $150M bets to CEOs battling panic attacks that show how uncomfortable but necessary vulnerability is.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

12 Sep 14min

What Mercer’s CEO Reveals About Work Ethic, Cultural Trends, and the Future of Work

What Mercer’s CEO Reveals About Work Ethic, Cultural Trends, and the Future of Work

What does it really take to reach the top of an organization? Beyond the glossy titles and corner offices lies a culture of sacrifice, long hours, and relentless client demands that shape modern leadership. In this episode, we sit down with Pat Tomlinson, CEO of Mercer, to explore the realities of work culture, the growing “996” trend of long hours, and the sacrifices it takes to rise to senior leadership. Pat shares candid reflections on his own work ethic and why hard work, visibility, and flexibility remain cornerstones for career growth, particularly in professional services. From there, the conversation expands into major workplace shifts—declining birth rates, longevity risk, and the mounting pressures on healthcare and retirement systems. We also discuss the war for talent, the evolving role of employee experience and wellness programs, and the balance between organizational support and individual accountability. Finally, we explore AI’s impact on work, why productivity gains require redesigning jobs rather than bolting on technology, and the cultural challenges leaders face in adopting these tools.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

8 Sep 57min

Sparks: Humans, Not Tools: How Employee Experience Can Unlock Engagement and Bring Humanity Back to the Workplace

Sparks: Humans, Not Tools: How Employee Experience Can Unlock Engagement and Bring Humanity Back to the Workplace

We often talk about employee engagement, but before that comes something deeper: experience itself. Just like we invest our own time and money into personal experiences that create lasting memories, employees evaluate their organizations through the experiences they have at work. The problem? For over a century, companies have designed work as if humans were robots—linear, rigid, process-driven, and void of humanity. From definitions of “manager” as “slave driver” to “employee” as “cog,” the very language of work reveals how broken the system has been. But times have changed. In today's Leadership Spark, we'll unpack the true meaning of experience at work and why it’s become the defining factor of the future workplace. If organizations want to attract, retain, and inspire talent, they must redesign around humanity, not utility. This episode explores why experience is the missing link between engagement and performance, and how leaders can bring humanity back to work.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

5 Sep 9min

Is The Future of Work Ready for AI? Balancing AI’s Potential and Risks with GoTo’s Chief Commercial Officer

Is The Future of Work Ready for AI? Balancing AI’s Potential and Risks with GoTo’s Chief Commercial Officer

AI is shaping the future of work, no doubt, but are organizations truly ready to harness its full potential? Beyond the hype, leaders are grappling with challenges around AI adoption, cultural resistance, and the fear of losing human judgment in the process. What do leaders need to know about balancing AI’s promise with its pitfalls? In this episode, Peter Mahoney, Chief Commercial Officer at GoTo (formerly LogMeIn), reflects on decades of technology transformation and what it reveals about today’s AI moment. We explore why AI feels both overhyped and underutilized, the gap between IT leaders and employees, and how workplace culture influences adoption. Peter highlights where AI already delivers real productivity gains—from virtual assistants enhancing customer experience to tools that accelerate workflow integration and employee training. At the same time, he warns about the risks of over-reliance, AI limitations, and the need for leaders to protect critical thinking in their organizations. You’ll gain a clear view of how leaders can use AI responsibly to innovate, protect culture, and guide the future of work. ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

1 Sep 1h

Sparks: The Global Citizen Mindset: How Leaders Should Learn to Break Beyond and Expand their Borders

Sparks: The Global Citizen Mindset: How Leaders Should Learn to Break Beyond and Expand their Borders

What if your leadership skills were truly borderless? Could you step into any culture, any team, anywhere in the world—and still thrive? That’s the challenge and opportunity of developing a Global Citizen mindset, one of the most crucial traits for leaders today. In today’s Leadership Spark, I share why the Global Citizen mindset is a non-negotiable skill for modern leaders. I tell the story of a remarkable CEO who defied cultural limitations in Morocco, built her career across multiple countries, and earned the nickname “Water Lady” for brokering a major deal between Saudi Arabia and the U.S. We explore how leading in different cultures teaches unique lessons—like patience in Japan or entrepreneurship in the U.S.—and why cultural blind spots, such as Disney’s failed “Euro Disney” launch, can sink even the strongest brands. You can’t lead a world-sized organization without a world-sized mindset. Check out what it means to build this mindset in this episode.   ________________ Start your day with the world’s top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

29 Aug 5min

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