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(341)
- News (50)
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Show Results For
- All HBS Web
(341)
- News (50)
- Research (253)
- Events (1)
- Multimedia (2)
- Faculty Publications (133)
- July 2024
- Case
Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones
By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan
Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details
Keywords: Fintech; Innovation And Strategy; Financial Advisors; Big Data; Artificial Intelligence; Digitization; Financial Institutions; Business Strategy; Competitive Advantage; Technology Adoption; Business Plan; Technological Innovation; Interpersonal Communication; Communication Intention and Meaning; Communication Strategy; Transformation; Employee Stock Ownership Plan; Disruptive Innovation; Innovation Strategy; Innovation and Management; Innovation Leadership; Knowledge Acquisition; Knowledge Use and Leverage; Customer Relationship Management; AI and Machine Learning; Digital Strategy; Financial Services Industry; St. Louis; Missouri; United States; Canada
Cohen, Lauren, Richard Ryffel, Grace Headinger, and Sophia Pan. "Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones." Harvard Business School Case 225-009, July 2024.
- 15 Sep 2009
- First Look
First Look: September 15
http://harvardbusiness.org/search/510030/ Eddie Bauer (A) Harvard Business School Case 110-008 In June 2005, Eddie Bauer, the specialty apparel retailer, emerged from bankruptcy. Under the plan of reorganization former creditors converted their debt into common shares,... View Details
Keywords: Martha Lagace
- 01 Jun 2006
- News
India Arrives
growth — exceeding 9 percent for the past three years — China sends a clear message to the world of progress and power. The country’s singular focus on economic development has been shaped by top-down government control that extends into View Details
Keywords: Julia Hanna
- 01 Dec 2015
- News
Alumni and Faculty Books for December 2015
ultracompetitive business world, the difference between success and failure lies in the ability to get every employee to think and behave like a strategist. This book helps business leaders expand strategic thinking from the purview of... View Details
- 28 Apr 2009
- First Look
First Look: April 28, 2009
the conception, development, and implementation of the Corporate Services Corps (CSC), an international community service assignment for high-potential IBM employees. The year 2008 was the pilot year of the CSC program, and 100 of IBM's best global View Details
Keywords: Martha Lagace
- 01 Dec 2012
- News
From Where We Stand
Common Asset Management, Boston, Massachusetts Leaders should learn empathy and seek employees who bring greater empathy to their work. Social intelligence distinguishes a firm and leads to superior outcomes. Having diversity of... View Details
- Person Page
Media
Media
This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details