Publications

January 2001
Case

World Bank and Knowledge Management, The: The Case of the Urban Services Thematic Group

By: William E. Fulmer and W. Earl Sasser

The World Bank has implemented a knowledge management initiative. One of its communities of practice is to take the lead in a $50 billion commitment to address urban slums. The community of practice is struggling with its mission and how knowledge management can help. View Details

Keywords: Urban Development; Knowledge Management; Problems and Challenges; Financial Services Industry

May 2019
Article

Marketplace Lending: A New Banking Paradigm?

By: Boris Vallée and Yao Zeng

Marketplace lending relies on large-scale loan screening by investors, a major deviation from the traditional banking paradigm. Theoretically, participation of sophisticated investors in marketplace lending improves screening outcomes but also creates adverse... View Details

Keywords: Marketplace Lending; Screening; Sophisticated Investors; Adverse Selection; Financing and Loans; Performance; Information

September 2002 (Revised October 2002)
Case

Bank of America (B)

By: Stefan H. Thomke and Ashok Nimgade

Supplements the (A) case. View Details

Keywords: Service Operations; Technology; Banking Industry

May 2022 (Revised June 2022)
Case

Proposing to Redesign a Global Investment Bank

By: David G. Fubini

A major, NYC-based, global investment bank is looking to rethink its Systems strategy amid a rapidly evolving digital landscape. Your firm has served the client across most of its major geographies on a range of substantial Systems and IT efforts, but is facing... View Details

Keywords: Consulting; Professional Services; Business and Stakeholder Relations; Digital Strategy; Presentations; Competitive Strategy; Consulting Industry; New York (city, NY)

October 2001 (Revised October 2017)
Supplement

Pilgrim Bank (B): Customer Retention

By: Frances X. Frei and Dennis Campbell

Supplements the (A) case. View Details

Keywords: Customer Relationship Management; Banking Industry

August 1998 (Revised September 2004)
Teaching Note

First Community Bank (A) TN

By: Rosabeth M. Kanter

Teaching Note for (9-396-202). View Details

Keywords: Banks and Banking; Banking Industry

April 2011
Supplement

Reinsurance Negotiation: Confidential Information for JLT Insurance Company (CW)

By: Robert C. Pozen and Henoch Senbetta

Excel model to complement a three-party negotiation exercise. View Details

Keywords: Negotiation; Insurance; Insurance Industry

July 1997
Teaching Note

U.S. Bank of Washington (TN)

By: W. Carl Kester

Teaching Note for (9-292-057). View Details

Keywords: Financing and Loans; Cash Flow; Financial Statements; Business Subsidiaries; Commercial Banking; Managerial Roles; Banking Industry; Banking Industry; United States

2002
Other Unpublished Work

Investment Banking and Security Market Development: Does Finance Follow Industry?

By: Bharat Anand and Alexander Galetovic

Read Now

January 2009 (Revised December 2017)
Case

Who Broke the Bank of England?

By: Niall Ferguson and Jonathan Schlefer

In the summer of 1992, hedge fund manager George Soros was contemplating the possibility that the European Exchange Rate Mechanism (ERM) would break down. Designed to pave the way for a full-scale European Monetary Union, the ERM was a system of fixed exchange rates... View Details

Keywords: Decision Choices and Conditions; Currency Exchange Rate; Investment; Governing Rules, Regulations, and Reforms; Financial Services Industry; European Union

October 1995
Case

State Street Bank Retirement Fund

By: Richard F. Meyer

Keywords: Retirement; Investment Funds; Banking Industry

2006
Other Paper

State Activism and the Hidden Incentives behind Bank Acquisitions

By: Christopher Marquis and Doug Guthrie

Read Now

15 Jan 2014
News

Banks Cutting Costs to Get Return on Equity

July 2012 (Revised August 2012)
Case

Friend Bank: The Time for Hope (Abridged)

By: Clayton Rose and Aldo Sesia

In 2010, Friend Bank was entering the fifth year of Hope Harris Johnson's ambitious 20-year growth plan to transform her family's one-branch community bank into an institution with a substantial presence in southeastern Alabama. Harris Johnson was pleased, so far, with... View Details

Keywords: Banking; Family Business; Strategy And Execution; Banks and Banking; Family Ownership; Financial Institutions; Strategy; Banking Industry; United States; Alabama

1999
Working Paper

Value Creation and Process Management: Evidence from Retail Banking

By: Frances X. Frei and Patrick T. Harker