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Show Results For
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All HBS Web
(4,343)
- People (33)
- News (833)
- Research (2,863)
- Events (1)
- Multimedia (4)
- Faculty Publications (1,918)
- Awards
Outstanding Service National Meeting Co-Coordinator
By: George Serafeim
Recipient of the 2018 Outstanding Service-National Meeting Co-coordinator Award from the Financial Accounting and Reporting Section (FARS) of the American Accounting Association with Lian Fen Lee.
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- May 2020
- Case
Trust Merchant Bank
By: Ramon Casadesus-Masanell, Pippa Tubman Armerding, Dilyana Karadzhova Botha and Salim Dewji
Trust Merchant Bank (TMB), a leading bank in the Democratic Republic of Congo (DRC), needs to decide whether to enter the soon-to-be-liberalized insurance industry. Since its founding in 2004, TMB has played a pivotal role in reshaping the DRC banking landscape by...
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Keywords:
Retail Banking;
Financial Services;
Financial Inclusion;
Turnaround;
Fintech;
Banks and Banking;
Financial Condition;
Insurance;
Corporate Strategy;
Expansion;
Business Model;
Family Business;
Entrepreneurship;
Information Technology;
Monopoly;
Banking Industry;
Insurance Industry;
Africa;
Congo, Democratic Republic of the
Casadesus-Masanell, Ramon, Pippa Tubman Armerding, Dilyana Karadzhova Botha, and Salim Dewji. "Trust Merchant Bank." Harvard Business School Case 720-449, May 2020.
- 2015
- Working Paper
Mobile Money Services—Design and Development for Financial Inclusion
By: Rajiv Lal and Ishan Sachdev
Mobile money services are being deployed rapidly across emerging markets as a key tool to further the goal of financial inclusion. Financial inclusion, the development of novel methods to enable individuals at the base of the pyramid to access formal financial services...
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Keywords:
Social Marketing;
Poverty;
Emerging Markets;
Product Launch;
Economic Growth;
Financial Services Industry
Lal, Rajiv, and Ishan Sachdev. "Mobile Money Services—Design and Development for Financial Inclusion." Harvard Business School Working Paper, No. 15-083, April 2015. (Revised July 2015.)
- Fast Answer
Managing Service Operations: Research resources for new service design
Where can I begin begin my research for the new service design exercise? The following are highly selected resources for MSO New Service Design exercise. Please contact Baker Library View Details
- February 2001
- Supplement
Olympic Financial Ltd.
By: David F. Hawkins
To be used with (197-081).
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Keywords:
Financial Services Industry
Hawkins, David F. "Olympic Financial Ltd." Harvard Business School Spreadsheet Supplement 101-705, February 2001.
- 22 Jan 2008
- Research & Ideas
New Challenges in Leading Professional Services
Professional service firms—law firms, financial services firms, money management firms, private equity firms, hedge funds, management consultants, advertising agencies—are the...
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- February 2004 (Revised April 2004)
- Case
Financial Reporting in the Catholic Church
The Catholic Church is a large and complex international organization with several layers of management spread across a diverse range of services and geographical areas. Creating a coherent and manageable communication strategy for is a challenging task that requires...
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Keywords:
Corporate Disclosure;
Religion;
Financial Reporting;
Organizational Culture;
Communication Strategy
Miller, Gregory S., and Thomas Patrick Doyle CSC. "Financial Reporting in the Catholic Church." Harvard Business School Case 104-057, February 2004. (Revised April 2004.)
- January 2014
- Case
Steven Carpenter at Cake Financial (Abridged)
Steven Carpenter reflects on the successes and failures of his recent venture, Cake Financial. Carpenter had just sold the four-year-old startup and was at work on a new business plan. But first, he wanted to understand why Cake Financial, a service that allowed users...
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- 01 Dec 2010
- News
Three Recognized for Service
is chairman of E.D. Bullard Company in Lexington, Kentucky, and has served as a volunteer for twenty years. Corbett, COO of New York–based EMI Music Publishing, one of the world’s leading music companies, has volunteered for sixteen years. Stumm, principal of Stumm...
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Keywords:
awards
- 01 Dec 2017
- News
In Service of Others
Armed Services can add to—and gain from—the HBS experience. To encourage more veterans to apply to HBS, he recently funded an MBA pilot program that waives the application fee for anyone who has served in the US military. “Our military...
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- February 2008 (Revised May 2008)
- Supplement
Lincoln Financial Group (C)
LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales...
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Keywords:
Organizational Change and Adaptation;
Salesforce Management;
Customer Focus and Relationships;
Financial Services Industry
Godes, David B., and David Lane. "Lincoln Financial Group (C)." Harvard Business School Supplement 508-030, February 2008. (Revised May 2008.)
- September 1980 (Revised January 1981)
- Case
Bay Financial Corp.
By: William J. Poorvu and John H. Vogel Jr.
Keywords:
Financial Services Industry
Poorvu, William J., and John H. Vogel Jr. "Bay Financial Corp." Harvard Business School Case 381-032, September 1980. (Revised January 1981.)
- January 2009
- Case
Sue Whitman at MBB Financial
This case describes some issues confronting the leader of a major investment bank. She is pleased with the financial performance of her firm but concerned about signs of a bubble in the market.
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- March 2021 (Revised December 2021)
- Supplement
Ant Financial (D)
By: Feng Zhu, Krishna G. Palepu, Kerry Herman and Susie Ma
The (D) case updates the case series from the time of Ant’s planned IPO, and the Chinese government’s regulatory shifts.
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Keywords:
Finance;
Information Technology;
Governing Rules, Regulations, and Reforms;
Financial Services Industry;
Financial Services Industry;
China;
Beijing
Zhu, Feng, Krishna G. Palepu, Kerry Herman, and Susie Ma. "Ant Financial (D)." Harvard Business School Supplement 621-089, March 2021. (Revised December 2021.)
- April 2011 (Revised June 2014)
- Case
Securities Lending After the Financial Crisis
By: Robert C. Pozen and Gayle Hameister
In April 2009, Wendy Jefferson had just returned to her office following a whirlwind day of meetings with her newest client, Star Advisor. Jefferson, a financial services consultant, was eager to dig into the information provided to her and her team about the Star...
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Keywords:
Business Earnings;
Debt Securities;
Financing and Loans;
Investment Funds;
Governing Rules, Regulations, and Reforms;
Information
Pozen, Robert C., and Gayle Hameister. "Securities Lending After the Financial Crisis." Harvard Business School Case 311-130, April 2011. (Revised June 2014.)
- February 2018
- Supplement
Ant Financial (B)
By: Feng Zhu, Ying Zhang, Krishna G. Palepu and Anthony K. Woo
Supplements the (A) case.
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Keywords:
Growth and Development Strategy;
Global Strategy;
Finance;
Opportunities;
Financial Services Industry;
Financial Services Industry
Zhu, Feng, Ying Zhang, Krishna G. Palepu, and Anthony K. Woo. "Ant Financial (B)." Harvard Business School Supplement 618-041, February 2018.
- April 2000 (Revised May 2000)
- Case
Capital One Financial Corporation
By: Bharat N. Anand, Michael G. Rukstad and Christopher Paige
Designed to explore the structure, implementation, and sustainability of an information-based strategy (IBS) undertaken by Capital One during the 1990s. Particular issues of interest are the impact of mass customization on industry structure, the ability to transfer...
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Keywords:
Competitive Strategy;
Customization and Personalization;
Industry Structures;
Internet and the Web;
Innovation Strategy;
Knowledge Use and Leverage;
Financial Services Industry;
United States
Anand, Bharat N., Michael G. Rukstad, and Christopher Paige. "Capital One Financial Corporation." Harvard Business School Case 700-124, April 2000. (Revised May 2000.)
- April 2008 (Revised October 2008)
- Supplement
TD Canada Trust (C): Translating the Service Model to Service Operations
By: Dennis Campbell and Brent Kazan
Campbell, Dennis, and Brent Kazan. "TD Canada Trust (C): Translating the Service Model to Service Operations." Harvard Business School Supplement 108-055, April 2008. (Revised October 2008.)
- Web
HBS - Financials | From the Chief Financial Officer
2022 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet...
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- Research Summary
Innovation and Development in the Household Financial Sector
This research examines the sources of long-run innovations in consumer financial services. The topics of research include the changing background and motives of the founders of new firms, the role of policy in promoting innovation and/or stability, and the impact of...
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