Publications

1991
Book

Multinational and International Banking

By: G. Jones

The essays in this volume explore the historical evolution of multinational and international banking. Contemporary studies, and most writers on the theory of multinational banking, focus on US data, yet historically European financial institutions were the leaders in... View Details

Keywords: Banks and Banking; Multinational Firms and Management; Analytics and Data Science; Opportunities; Theory; Banking Industry; Europe; United States

2020
Working Paper

The Cost of Banking Deserts: Racial Disparities in Access to PPP Lenders and their Equilibrium Implications

By: Jeffrey Wang and David Hao Zhang

Many government support programs for small businesses are designed to pass through banks and credit unions. However, this poses barriers for minority communities that are less connected to financial institutions for obtaining this support. Using the latest program for... View Details

Keywords: Banking Deserts; Minority Communities; Paycheck Protection Program; Banks and Banking; Small Business; Demographics; Race; Government and Politics; Programs

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October 2001 (Revised October 2017)
Case

Pilgrim Bank (A): Customer Profitability

By: Frances X. Frei and Dennis Campbell

Provides a context in which students can explore managerial decision making that is critically informed by data analysis. The setting is a retail bank and the decision making relates to the bank's policy toward online banking. The management team is evaluating whether... View Details

Keywords: Banks and Banking; Customers; Profit; Banking Industry

October 2004 (Revised March 2005)
Case

Citizens Bank

By: Rajiv Lal and Arar Han

In November 2004, Larry Fish, chairman of Citizens Bank, is wondering about the challenges posed by the latest and largest acquisition in the history of the bank. Fish has always believed that the success of Citizens thus far was facilitated by the credo he introduced... View Details

Keywords: Acquisition; Change Management; Customer Focus and Relationships; Employees; Leading Change; Performance Effectiveness; Banking Industry

September 1989
Case

Mellon Bank

January 1978 (Revised October 1979)
Case

Wilshire Bank

August 1985
Case

Universal Bank

Fast Answer

Investment bank deals

How can I get a list of deals by investment bank? Go to Capital IQ Mouse over Screening, then under Screening select Transactions. Click on Add Companies under the List Management section. Search for the investment bank you are... View Details

March 2010 (Revised January 2012)
Case

Bank of America-Merrill Lynch

By: Guhan Subramanian and Nithyasri Sharma

In September 2008, as Lehman Brothers struggled to survive, John Thain, CEO of Merrill Lynch, realized that his bank was also on the brink of failure. Throughout the weekend of September 13–14, 2008, Thain successfully negotiated a deal with Ken Lewis, CEO of Bank of... View Details

Keywords: Mergers and Acquisitions; Financial Crisis; Financing and Loans; Negotiation Deal; Business and Government Relations; Banking Industry; United States

Awards

FPD Academy Award

By: William R. Kerr

Winner of the 2012 FPD Academy Award for Best World Bank Research in Finance and Private Sector Development. View Details

02 May 2017
Working Paper Summaries

The Cross Section of Bank Value

Keywords: by Mark Egan, Stefan Lewellen, and Adi Sunderam; Banking

June 5, 2015
Article

How Banking Analysts' Biases Benefit Everyone Except Investors

By: George Serafeim, Joanne Horton and Shan Wu

Keywords: Banking; Sell-side Analysts; Financial Analysis; Financial Analysts; Career Management; Career Advancement; Labor Market; Prejudice and Bias; Investment Banking; Personal Development and Career

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March 1990 (Revised April 1991)
Case

Chase Manhattan Bank (D): The Global Bank

By: Benson P. Shapiro

Keywords: Banking Industry

08 May 2017
Working Paper Summaries

Monetary Policy and Global Banking

Keywords: by Falk Bräuning and Victoria Ivashina; Banking

October 2018 (Revised February 2020)
Case

Commonwealth Bank of Australia: Unbanklike Experimentation

By: Ryan W. Buell and Leslie K. John

Email mking@hbs.edu for a courtesy copy.

In August 2017, Commonwealth Bank of Australia was looking for ways to differentiate itself from competing banks and was also trying to improve the financial well-being of... View Details

Keywords: Transparency; Experimentation; Banks and Banking; Credit Cards; Customer Focus and Relationships; Competitive Strategy; Banking Industry; Australia

February 1983
Case

Continental Bank