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  • November 1990 (Revised September 1991)
  • Case

First Chicago Corp.: Global Corporate Bank (A)

Presents the human resource challenges associated with First Chicago Corp.'s strategy in the corporate banking market. They want to maintain strong "relationships" with customers, while also developing strong investment banking capabilities. They face three problems:... View Details
Keywords: Organizational Change and Adaptation; Corporate Strategy; Human Resources; Commercial Banking; Banking Industry; United States
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Friedman, Raymond A. "First Chicago Corp.: Global Corporate Bank (A)." Harvard Business School Case 491-058, November 1990. (Revised September 1991.)
  • April 2022 (Revised August 2022)
  • Case

Conflicts of Interest at Uptown Bank

By: Jonas Heese
In 2013, two employees debated whether to blow the whistle on their employer, Bell Bank, after completing an internal review that revealed undisclosed conflicts of interest. Bell Bank’s Asset Management business disproportionately invested clients’ money in Bell Bank’s... View Details
Keywords: Whistleblower; Whistleblowing; Mutual Funds; Conflicts Of Interest; Decision Making; Decisions; Judgments; Ethics; Moral Sensibility; Values and Beliefs; Finance; Financial Institutions; Banks and Banking; Financial Management; Investment; Investment Funds; Governance; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governance Compliance; Governance Controls; Policy; Law; Legal Liability; Social Psychology; Motivation and Incentives; Perception; Perspective; Trust; Financial Services Industry; North and Central America; United States
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Heese, Jonas. "Conflicts of Interest at Uptown Bank." Harvard Business School Case 122-022, April 2022. (Revised August 2022.)
  • 27 Apr 2023
  • Cold Call Podcast

Equity Bank CEO James Mwangi: Transforming Lives with Access to Credit

Keywords: Re: Caroline M. Elkins; Banking; Banking
  • 2008
  • Working Paper

Bank Accounting Standards in Mexico. A Layman's Guide to Changes 10 Years after the 1995 Bank Crisis

By: Gustavo A. Del Angel, Stephen Haber and Aldo Musacchio
After the 1995 crisis, the Mexican banking system experienced significant changes in bank accounting standards. Most of these changes took place between 1996 and 2001, and had a significant impact in the structure and interpretation of financial information of banks.... View Details
Keywords: Globalized Firms and Management; Accounting; Standards; Financial Crisis; Banks and Banking; Banking Industry; Mexico
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Del Angel, Gustavo A., Stephen Haber, and Aldo Musacchio. "Bank Accounting Standards in Mexico. A Layman's Guide to Changes 10 Years after the 1995 Bank Crisis." Harvard Business School Working Paper, No. 08-090, April 2008.
  • 24 Jun 2008
  • Working Paper Summaries

Bank Structure and the Terms of Lending to Small Businesses

Keywords: by Rodrigo Canales & Ramana Nanda; Banking
  • June 2015
  • Article

The Capital Purchase Program and Subsequent Bank SEOs

By: Mozaffar N. Khan and Dushyantkumar Vyas
We find that in the aftermath of the recent financial crisis banks replenished only 12% of crisis-related losses through SEOs in 2009 and 2010. However, SEOs are disproportionately conducted by Capital Purchase Program (CPP) recipients, and this is not explained by CPP... View Details
Keywords: Accounting; Capital; Equity; Financial Crisis; Banks and Banking; Banking Industry; United States
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Khan, Mozaffar N., and Dushyantkumar Vyas. "The Capital Purchase Program and Subsequent Bank SEOs." Journal of Financial Stability 18 (June 2015): 91–105.
  • 17 Oct 2013
  • Research & Ideas

Reserve Bank Governor Discusses India’s Financial Opportunities

phase." A month after becoming the governor of the Reserve Bank of India, Rajan came to HBS to deliver the 2013 Leatherbee Lecture, "India: The Opportunities and Challenges Ahead." In addition to running India's View Details
Keywords: by Carmen Nobel
  • February 2001 (Revised March 2002)
  • Case

Korea First Bank (A)

In December 1999, Newbridge Capital, an equity investment fund based in San Francisco, successfully negotiated with the Korean government to acquire a controlling interest in Korea First Bank. It was the first time a foreign financial institution acquired a Korean... View Details
Keywords: Negotiation Process; Negotiation Participants; Foreign Direct Investment; Acquisition; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry; San Francisco; South Korea
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Huang, Yasheng, and Kirsty O'Neil-Massaro. "Korea First Bank (A)." Harvard Business School Case 701-022, February 2001. (Revised March 2002.)
  • October 2010 (Revised November 2010)
  • Case

The Export-Import Bank of the United States

By: C. Fritz Foley and Matthew Johnson
In the fall of 2009, Fred Hochberg, chairman of the Export-Import Bank of the United States (Ex-Im), and his team struggled to find a way to help finance the sale of Boeing aircraft to Emirates. Ex-Im responds to the challenges in the credit market with an innovative... View Details
Keywords: Trade; Credit; Financing and Loans; International Finance; Banking Industry; United States
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Foley, C. Fritz, and Matthew Johnson. "The Export-Import Bank of the United States." Harvard Business School Case 211-032, October 2010. (Revised November 2010.)
  • December 1978 (Revised April 1980)
  • Case

U.S. Bank Lending in Mexico

By: George C. Lodge
Keywords: Banks and Banking; Financing and Loans; Mexico; United States
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Lodge, George C. "U.S. Bank Lending in Mexico." Harvard Business School Case 379-078, December 1978. (Revised April 1980.)
  • 2010
  • Working Paper

Foreign Entry and the Mexican Banking System, 1997-2007

By: Stephen Haber and Aldo Musacchio
What is the impact of foreign bank entry on the pricing and availability of credit in developing economies? The Mexican banking system provides a quasi-experiment to address this question because in 1997 the Mexican government radically changed the laws governing the... View Details
Keywords: Developing Countries and Economies; Credit; Banks and Banking; Financing and Loans; Foreign Direct Investment; Market Entry and Exit; Business and Government Relations; Banking Industry; Mexico
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Haber, Stephen, and Aldo Musacchio. "Foreign Entry and the Mexican Banking System, 1997-2007." Harvard Business School Working Paper, No. 10-114, June 2010.
  • Fall 2012
  • Article

Foreign Entry and the Mexican Banking System, 1997-2007

By: Stephen Haber and Aldo Musacchio
What is the impact of foreign bank entry on the pricing and availability of credit in developing economies? The Mexican banking system provides a quasi-experiment to address this question because in 1997 the Mexican government radically changed the laws governing the... View Details
Keywords: Banks and Banking; Ownership; Foreign Direct Investment; Laws and Statutes; Developing Countries and Economies; Banking Industry; Mexico
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Haber, Stephen, and Aldo Musacchio. "Foreign Entry and the Mexican Banking System, 1997-2007." Economía 13, no. 1 (Fall 2012): 13–37.
  • Article

The Harmonization of Lending Standards within Banks through Mandated Loan-Level Transparency

By: Jung Koo Kang, Maria Loumioti and Regina Wittenberg-Moerman
We explore whether the introduction of transparent reporting rules increases credit standard harmonization within a bank. We exploit the new loan-level reporting rules imposed on banks that borrow from the European Central Bank using repurchase agreements... View Details
Keywords: Transparency; External And Internal Reporting; Credit Term Harmonization; Regulatory Scrutiny; Banks and Banking; Credit; Financial Reporting; Governing Rules, Regulations, and Reforms; Learning
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Kang, Jung Koo, Maria Loumioti, and Regina Wittenberg-Moerman. "The Harmonization of Lending Standards within Banks through Mandated Loan-Level Transparency." Journal of Accounting & Economics 72, no. 1 (August 2021): 101386.
  • Article

State Activism and the Hidden Incentives Behind Bank Acquisitions

By: Christopher Marquis, Doug Guthrie and Juan Almandoz
A number of studies have shown that, as a result of the ambiguity of U.S. legal mandates, organizations have considerable latitude in how they comply with regulations. In this paper, we address how the different agendas of the federal and state governments increase... View Details
Keywords: Organizations; Opportunities; Government Legislation; Acquisition; Forecasting and Prediction; Banks and Banking; Motivation and Incentives; Governing Rules, Regulations, and Reforms; Management Practices and Processes; Research; United States
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Marquis, Christopher, Doug Guthrie, and Juan Almandoz. "State Activism and the Hidden Incentives Behind Bank Acquisitions." Social Science Research 41, no. 1 (January 2012): 130–145.
  • 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)
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Fubini, David G. "Proposing to Redesign a Global Investment Bank." Harvard Business School Case 422-096, May 2022. (Revised June 2022.)
  • March 2018 (Revised January 2019)
  • Case

The TARP Bailouts: Saving the Banking and Automotive Industries

By: Kristin Mugford
Comparison of the U.S. Government response, using the $700 billion TARP fund, to downturns in the banking and auto industries during the global financial crisis. View Details
Keywords: Bailout; Financial Crisis; Borrowing and Debt; Banks and Banking; Government and Politics; Debt Securities; Government Legislation; Public Opinion; Banking Industry; Banking Industry; United States
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Mugford, Kristin. "The TARP Bailouts: Saving the Banking and Automotive Industries." Harvard Business School Case 218-107, March 2018. (Revised January 2019.)
  • 22 Sep 2014
  • Op-Ed

Online Banks Fill Funding Needs for Small Business

(Editor's note: This is the last in a series of four articles based on a Harvard Business School working paper by Karen Mills that analyzes the current state of availability of bank capital for small business.) View Details
Keywords: by Karen Mills; Banking; Banking
  • April 2007
  • Case

ABN AMRO Bank N.V.: Global Change Agents

By: Rosabeth M. Kanter, Lance P. Pierce and Ryan Leo Raffaelli
ABN AMRO Global Banking Group developed its risk management function in response to expansion, and increasingly focused on environmental and social risks. The head of the function needed to influence policies and business decisions in a highly decentralized context in... View Details
Keywords: Risk Management; Banks and Banking; Expansion; Change; Governing and Advisory Boards; Social Enterprise; Leadership Development; History; Banking Industry; Banking Industry; Brazil; India; United States
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Kanter, Rosabeth M., Lance P. Pierce, and Ryan Leo Raffaelli. "ABN AMRO Bank N.V.: Global Change Agents." Harvard Business School Case 307-050, April 2007.
  • 2006
  • Working Paper

Democratizing Entry: Banking Deregulations, Financing Constraints, and Entrepreneurship

By: William R. Kerr and Ramana Nanda
We examine entrepreneurship and creative destruction following US banking deregulations using Census Bureau data. US banking reforms brought about exceptional growth in both entrepreneurship and business closures. The vast majority of closures, however, were the new... View Details
Keywords: Business Exit or Shutdown; Market Entry and Exit; Capital Markets; Entrepreneurship; Outcome or Result; Business Startups; Banks and Banking; Banking Industry; United States
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Kerr, William R., and Ramana Nanda. "Democratizing Entry: Banking Deregulations, Financing Constraints, and Entrepreneurship." Harvard Business School Working Paper, No. 07-033, December 2006. (Revised July 2007, December 2007, October 2008, December 2008.)
  • 20 Dec 2018
  • Cold Call Podcast

Using Fintech to Disrupt Eastern Bank from Within

Keywords: Banking; Banking
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