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  • All HBS Web  (8,256)
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Show Results For

  • All HBS Web  (8,256)
    • People  (44)
    • News  (2,367)
    • Research  (4,515)
    • Events  (5)
    • Multimedia  (15)
  • Faculty Publications  (2,543)
← Page 2 of 8,256 Results →
  • April 2002
  • Teaching Note

Massachusetts Financial Services TN

By: Jason R. Barro and Brian J. Hall
Teaching Note for (9-902-132). View Details
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Barro, Jason R., and Brian J. Hall. "Massachusetts Financial Services TN." Harvard Business School Teaching Note 902-196, April 2002.
  • October 1995 (Revised February 1997)
  • Teaching Note

IDS Financial Services (condensed)

By: John A. Deighton
Teaching Note for (9-596-045). View Details
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Deighton, John A. "IDS Financial Services (condensed)." Harvard Business School Teaching Note 596-061, October 1995. (Revised February 1997.)
  • August 1998 (Revised December 1998)
  • Case

Wells Fargo Online Financial Services (B)

By: Robert S. Kaplan and Nicole Tempest
Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details
Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry
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Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (B)." Harvard Business School Case 199-019, August 1998. (Revised December 1998.)
  • 27 Apr 2023
  • Video

IFC Intro: GEO, Financial Aid, Registrar Services

  • 2014
  • Chapter

Customer Experience and Service Design

By: Uday S. Karmarkar and Uma R. Karmarkar
While services already dominate economic activity in all major economies in the world, there has been curiously little investigation into many aspects of service management. For example, while product design and development have received a great deal of attention, the... View Details
Keywords: Service Design; Service Management; Product Design; Service Operations; Customer Satisfaction; Service Industry
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Karmarkar, Uday S., and Uma R. Karmarkar. "Customer Experience and Service Design." Chap. 7 in Managing Consumer Services: Factory or Theater? edited by Enzo Baglieri and Uday Karmarkar, 109–130. Springer, 2014.
  • December 2004 (Revised April 2006)
  • Case

Managing Diversity at Cityside Financial Services

By: Robin J. Ely and Ingrid Vargas
Cityside Financial Services, a disguised consumer bank, serves both a largely African-American urban community and a more affluent, predominantly white clientele. To match the gender and racial makeup of its staff to that of its customers, Cityside's sales division... View Details
Keywords: Selection and Staffing; Situation or Environment; Race; Employees; Gender; Customer Satisfaction; Diversity; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry
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Ely, Robin J., and Ingrid Vargas. "Managing Diversity at Cityside Financial Services." Harvard Business School Case 405-047, December 2004. (Revised April 2006.)
  • 1997
  • Chapter

Frontiers of Online Financial Services

By: R. Kalakota and F. Frei
Keywords: Internet and the Web; Finance; Financial Services Industry; Financial Services Industry
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Kalakota, R., and F. Frei. "Frontiers of Online Financial Services." Chap. 2 in Banking and Finance on the Internet, edited by M. Cronin, 19–74. New York: Van Nostrand Reinhold, 1997.
  • October 2014
  • Case

CreditEase: Providing Credit and Financial Services for China's Underclass

By: Lena G. Goldberg, Paul Healy and Nancy Hua Dai
In 2013 Ning Tang, who in 2006 founded CreditEase as a broker of P2P loans to unbanked individuals and small businesses in China, confronts the challenges of rapid growth and expansion in a changing regulatory environment. CreditEase needs to develop technology to... View Details
Keywords: P2P Lending; HNW Products And Services; Business Growth; Business Start-ups; Government Regulation; Change Management; Credit; Microcredit; Banking; Innovation And Management; Developing Countries And Economies; Corporate Entrepreneurship; Social Entrepreneurship; Law; Financing and Loans; Change; China
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Goldberg, Lena G., Paul Healy, and Nancy Hua Dai. "CreditEase: Providing Credit and Financial Services for China's Underclass." Harvard Business School Case 315-027, October 2014.
  • September 2016
  • Supplement

Financial Services at Falabella (B)

By: C. Fritz Foley and Agustin M. Hurtado
Supplements the (A) case and provides an update describing choices Falabella made. View Details
Keywords: Consumer Credit; Financial Management; Corporate Strategy; Credit; Financial Institutions; Financial Services Industry
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Foley, C. Fritz, and Agustin M. Hurtado. "Financial Services at Falabella (B)." Harvard Business School Supplement 217-017, September 2016.
  • March 1991 (Revised May 1991)
  • Case

Charles Schwab: Financial Advisors Service

By: Steven C. Wheelwright
Keywords: Product Development; Innovation and Invention; Financial Services Industry
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Wheelwright, Steven C. "Charles Schwab: Financial Advisors Service." Harvard Business School Case 691-072, March 1991. (Revised May 1991.)
  • 26 Feb 2019
  • Blog Post

How Financial Aid Makes All the Difference

Josue Zapata, MD/MBA 2012, wanted to be a doctor as a little kid of loving parents – his mom a Spanish teacher, his dad a manager in Riverside County, CA – who emigrated to the U.S. from Colombia. Financial aid at HBS made his dream... View Details
  • 20 Feb 2019
  • Video

How Financial Aid Makes All the Difference

  • 1992
  • Book

Managing Financial Institutions: Cases within the Financial Services Industry

By: Samuel L. Hayes III and David M Meerschwam
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Hayes, Samuel L., III and David M Meerschwam, eds. Managing Financial Institutions: Cases within the Financial Services Industry. Fort Worth: Dryden Press, 1992.
  • March 2013
  • Module Note

Financial Services for the World's Poor

By: Shawn Cole
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Cole, Shawn. "Financial Services for the World's Poor." Harvard Business School Module Note 213-107, March 2013.
  • August 2022 (Revised October 2023)
  • Case

Bajaj Finance: Building an Omnipresent Financial Services Firm

By: Das Narayandas and Rachna Tahilyani
Bajaj Finance, India’s largest consumer finance firm with $20.9 billion of assets across 50.5 million customers, is on a journey to transform itself from a traditional firm that sells loans and other financial products through brick-and-mortar outlets to an omnipresent... View Details
Keywords: Financial Institutions; Transformation; Financial Instruments; Customer Satisfaction; Internet and the Web; Customer Focus and Relationships; India
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Narayandas, Das, and Rachna Tahilyani. "Bajaj Finance: Building an Omnipresent Financial Services Firm." Harvard Business School Case 523-040, August 2022. (Revised October 2023.)
  • 07 Dec 2014
  • News

Connecting Low-Income Households with Financial Services

  • March 2016
  • Teaching Note

MasterCard: Driving Financial Inclusion

By: Sunil Gupta
Since joining MasterCard (MC) in 2010, CEO Ajay Banga had made advancing financial inclusion (FI)—bringing formal financial services to marginalized populations—an important goal for the company. In 2014, MC had entered a number of partnerships with governments and... View Details
Keywords: Financial Inclusion; Banking; Equality and Inequality; Credit Cards; Developing Countries and Economies; Banking Industry; South Africa; Nigeria
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Gupta, Sunil. "MasterCard: Driving Financial Inclusion." Harvard Business School Teaching Note 516-068, March 2016.
  • February 1990
  • Case

Retail Financial Services Industry in 1988

By: Dwight B. Crane
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Crane, Dwight B. "Retail Financial Services Industry in 1988." Harvard Business School Case 290-047, February 1990.
  • 18 Aug 2011
  • Working Paper Summaries

Non-Audit Services and Financial Reporting Quality: Evidence from 1978-1980

Keywords: by Kevin Koh, Shivaram Rajgopal & Suraj Srinivasan; Accounting
  • Teaching Interest

Managing Service Operations - MBA Elective Curriculum

By: Ryan W. Buell

World-class service organizations deeply understand the needs and behaviors of their customers, and design, manage, and improve their operating models accordingly. This course investigates the distinct challenges inherent in leading service operations, which make up... View Details

Keywords: Service Delivery; Customer Satisfaction; Customer Loyalty; Quality; Employees; Service Models; Service Industry
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