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Show Results For
-
All HBS Web
(4,343)
- People (33)
- News (833)
- Research (2,863)
- Events (1)
- Multimedia (4)
- Faculty Publications (1,918)
- March 2002 (Revised May 2007)
- Case
Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)
By: V.G. Narayanan and Lisa Brem
The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point...
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Keywords:
Customers;
Customer Relationship Management;
Price;
Perspective;
Marketing;
Competitive Advantage;
Financial Services Industry;
Financial Services Industry;
Canada
Narayanan, V.G., and Lisa Brem. "Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)." Harvard Business School Case 102-072, March 2002. (Revised May 2007.)
- 12 Sep 2023
- Research & Ideas
How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify
more comfortable using technology to make financial decisions. It turns out, Di Maggio says, that “having a broader view of the financial picture of the client helps [advisers] keep their clients and helps...
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- April 1985 (Revised November 1987)
- Case
American Express Travel Related Services Co.
Describes the company's new focus on entrepreneurship during the era of Lou Gerstner, chairman and CEO since 1982.
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Keywords:
Change Management;
Corporate Entrepreneurship;
Financial Services Industry;
Financial Services Industry
Kao, John J. "American Express Travel Related Services Co." Harvard Business School Case 485-174, April 1985. (Revised November 1987.)
- 01 Jun 2003
- News
HBS Releases First-Ever Financial Report
How does HBS manage its business? For alumni interested in the financial operations of the School, HBS has published its first-ever financial report. The 42-page document provides an overview of how the...
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- November 2005 (Revised February 2008)
- Teaching Note
Shinhan Financial Group (A) (TN)
By: Rosabeth M. Kanter and Ryan Raffaelli
Keywords:
Financial Services Industry
- May 2012 (Revised July 2012)
- Case
Credit Unions: The Future of the Cooperative Financial Institution
By: Robert C. Pozen and Grace Hou
Credit unions are a specialized type of depository institution with a cooperative, non-profit structure and a federal tax exemption. They originated as small, cooperative institutions with an emphasis on uncollateralized consumer lending to the unbanked...
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Pozen, Robert C., and Grace Hou. "Credit Unions: The Future of the Cooperative Financial Institution." Harvard Business School Case 312-131, May 2012. (Revised July 2012.)
- 01 Dec 2003
- News
HBS Releases 2003 Financial Report
achieving our strategic objectives for the year,” said Richard P. Melnick (MBA 1992), the School’s chief financial officer. The Harvard Business School 2003 Financial Report, scheduled for release this...
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- Web
Tools & Services | Information Technology
Tools & Services Discover what you can do when we are behind you. Faculty Staff MBA Students Doctoral Students Executive Education Participants Alumni Harvard Business School (HBS) IT crafts, delivers, and supports technology solutions...
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- Teaching Interest
Overview
By: Rob Markey
Managing Service Operations - MBA Elective Curriculum
World-class service organizations deeply understand the needs and behaviors of their customers, and design, manage, and improve their operating models accordingly. This course... View Details
Keywords:
Customer Lifetime Value;
Customer Centric Initiative;
Customer Engagement;
Service Management;
Service Profit Chain;
Service Design;
Service Models;
Service Excellence;
Customer Focus and Relationships;
Customer Satisfaction;
Customer Value and Value Chain;
Service Delivery;
Service Operations
- 15 Aug 2007
- Op-Ed
3 Steps to Reduce Financial System Risk
advances in what is called "credit risk transfer" technology have lowered the vulnerability of the international financial system to any individual bank crisis. There has been less discussion about where the transferred risk has...
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- 2015
- Working Paper
Financial Patent Quality: Finance Patents After State Street
By: Josh Lerner, Andrew Speen, Mark Baker and Ann Leamon
In the past two decades, patents of inventions related to financial services ("finance patents"), as well as litigation around these patents, have surged. One of the repeated concerns voiced by academics and practitioners alike has been about the quality of these...
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Lerner, Josh, Andrew Speen, Mark Baker, and Ann Leamon. "Financial Patent Quality: Finance Patents After State Street." Harvard Business School Working Paper, No. 16-068, December 2015.
- April 1992 (Revised October 1996)
- Case
Roosevelt Financial Group, Inc. (A)
By: Mary E. Barth and Krishna G. Palepu
Keywords:
Financial Services Industry
Barth, Mary E., and Krishna G. Palepu. "Roosevelt Financial Group, Inc. (A)." Harvard Business School Case 192-138, April 1992. (Revised October 1996.)
- 10 Apr 2008
- Working Paper Summaries
Where Does it Go? Spending by the Financially Constrained
- 23 Apr 2014
- Working Paper Summaries
Corporate Financial Policies in Misvalued Credit Markets
- June 2004
- Teaching Note
First Commonwealth Financial Corporation (TN)
By: Robert S. Kaplan
Teaching Note to (9-104-042).
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- 1999
- Chapter
How Financial Firms Decide on Technology
By: Lorin M. Hitt, Frances X. Frei and Patrick T. Harker
- Fast Answer
Resources for Investment Management and Financial Analysis
Resources and instructional videos for company and industry financial analysis, stock pitching, Business Analysis & Valuation Using Financial Statements (BAV), Investment Management and Capital...
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- 08 Jan 2018
- Research & Ideas
The Startling Percentage of Financial Advisors with Misconduct Records
iStock Even as President Donald Trump and Republican leaders seem set on a course to weaken Obama-administration consumer protection regulations, a soon-to-be-published study reports that 7.3 percent of financial advisors in the United...
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