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    • News  (97)
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  • 2 Aug 2012
  • Other Presentation

What Is Strategy: Issues for the World Bank

By: Michael E. Porter
This presentation draws on ideas from Professor Porter's books and articles, in particular, Competitive Strategy (The Free Press, 1980); Competitive Advantage (The Free Press, 1985); "What is Strategy?" (Harvard Business Review, Nov/Dec 1996); and On Competition... View Details
Keywords: Strategy; United States
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Porter, Michael E. "What Is Strategy: Issues for the World Bank." World Bank Strategy Discussion, Washington, DC, August 2, 2012.
  • May 1994 (Revised November 1995)
  • Supplement

Shawmut National Corporation's Merger with Bank of Boston Corporation (B)

By: Benjamin C. Esty
Supplements the (A) case. View Details
Keywords: Banks and Banking; Boston
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Esty, Benjamin C. "Shawmut National Corporation's Merger with Bank of Boston Corporation (B)." Harvard Business School Supplement 294-120, May 1994. (Revised November 1995.)
  • March 2013 (Revised March 2013)
  • Case

Rough Justice: Stuart Eizenstat and Holocaust-era Asset Restitution (A)

By: James K. Sebenius and Laurence A. Green
Beginning in 1994, a series of articles and public disclosures indicated that Swiss banks may have retained assets belonging to victims of the Holocaust, and also may have engaged in long term attempts to block survivors' ability to recover those assets after World War... View Details
Keywords: Banking; Banking And Insurance; U.s. History; Germany; Europe; Governance; History; Negotiation; Business and Government Relations; Banking Industry; Banking Industry; Germany; United States; Switzerland
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Sebenius, James K., and Laurence A. Green. "Rough Justice: Stuart Eizenstat and Holocaust-era Asset Restitution (A)." Harvard Business School Case 913-037, March 2013. (Revised March 2013.)
  • 1993
  • Chapter

Banks in the Boardroom: Germany, Japan, and the United States

By: W. C. Kester
Keywords: Banks and Banking; Governing and Advisory Boards; Germany; Japan; United States
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Kester, W. C. "Banks in the Boardroom: Germany, Japan, and the United States." In Financial Services: Perspectives and Challenges, edited by Samuel L. Hayes III. Boston, MA: Harvard Business School Press, 1993.
  • May 1998
  • Teaching Note

Chase Manhattan Corporation: The Making of America's Largest Bank (TN)

By: Stuart C. Gilson
Teaching Note for (9-298-016). View Details
Keywords: Banking Industry; United States
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Gilson, Stuart C. "Chase Manhattan Corporation: The Making of America's Largest Bank (TN)." Harvard Business School Teaching Note 298-127, May 1998.
  • July 2000 (Revised August 2000)
  • Teaching Note

The U.S. Banking Panic of 1933 and Federal Deposit Insurance (TN)

By: Julio J. Rotemberg
Teaching Note for (9-799-077). View Details
Keywords: Insurance; Government and Politics; Banks and Banking; Banking Industry; United States
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Rotemberg, Julio J. "The U.S. Banking Panic of 1933 and Federal Deposit Insurance (TN)." Harvard Business School Teaching Note 701-005, July 2000. (Revised August 2000.)
  • June 2010
  • Teaching Note

The Southeast Bank of Texas in the Financial Crisis (TN)

By: Robert C. Pozen and Benjamin Greff Schneider
Teaching Note for 310141. View Details
Keywords: Banks and Banking; Financial Crisis; Decision Choices and Conditions; Financial Liquidity; Governing Rules, Regulations, and Reforms; Capital; Forecasting and Prediction; Banking Industry; Texas
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Pozen, Robert C., and Benjamin Greff Schneider. "The Southeast Bank of Texas in the Financial Crisis (TN)." Harvard Business School Teaching Note 310-142, June 2010.
  • 2006
  • Article

Historical Environments, Coordination and Consolidation in the U.S. Banking Industry, 1896-2001

By: Christopher Marquis
Keywords: Business History; Consolidation; Banks and Banking; Banking Industry; United States
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Marquis, Christopher. "Historical Environments, Coordination and Consolidation in the U.S. Banking Industry, 1896-2001." Academy of Management Annual Meeting Proceedings (2006). (full version.)
  • October 2009
  • Supplement

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
[Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details
Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
  • May 2000 (Revised July 2000)
  • Case

U.S. Export-Import Bank and the Three Gorges Dam (B), The

By: George C. Lodge and Cate Reavis
Supplements the (A) case. View Details
Keywords: Construction Industry; Energy Industry; China; United States
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Lodge, George C., and Cate Reavis. "U.S. Export-Import Bank and the Three Gorges Dam (B), The." Harvard Business School Case 900-018, May 2000. (Revised July 2000.)
  • 01 Apr 2009
  • Working Paper Summaries

The Contingent Nature of Public Policy and Growth Strategies in the Early Twentieth-Century U.S. Banking Industry

Keywords: by Christopher Marquis & Zhi Huang; Banking
  • August 2020 (Revised August 2023)
  • Case

Nubank: Democratizing Financial Services

By: Michael Chu, Carla Larangeira and Pedro Levindo
Nubank, a wholly-digital solution created to disrupt Brazilian banking, with 6 million clients and a $4 billion valuation after five years, must decide whether to expand to Mexico. The company was founded in São Paulo in 2013 by Colombian-born David Vélez to seize what... View Details
Keywords: Fintech; Financial Inclusion; Digital Banking; Credit Cards; Banks and Banking; Disruption; Expansion; Growth and Development Strategy; Financial Services Industry; South America; Brazil; North America; Mexico
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Chu, Michael, Carla Larangeira, and Pedro Levindo. "Nubank: Democratizing Financial Services." Harvard Business School Case 321-068, August 2020. (Revised August 2023.)
  • February 2009 (Revised September 2009)
  • Case

Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank

By: Stacey M. Childress and Geoff Eckman Marietta
In his role as Senior Vice President and Director of Research at the Federal Reserve Bank of Minneapolis (Minneapolis Fed), Art Rolnick and his colleague, Rob Grunewald, had written "Early Childhood Development: Economic Development with a High Public Return." The... View Details
Keywords: Development Economics; Early Childhood Education; Investment Return; Demand and Consumers; Supply and Industry; Performance Effectiveness; Nonprofit Organizations; Minneapolis; Saint Paul
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Childress, Stacey M., and Geoff Eckman Marietta. "Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank." Harvard Business School Case 309-090, February 2009. (Revised September 2009.)
  • 1993
  • Chapter

The Strategy of a Merger: Fleet and Bank of New England

By: D. B. Crane and J.C. Linder
Keywords: Mergers and Acquisitions; Business Strategy; Banks and Banking; Banking Industry; New England
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Crane, D. B., and J.C. Linder. "The Strategy of a Merger: Fleet and Bank of New England." In Proceedings of the Twenty-ninth Annual Conference on Bank Structure and Competition. Chicago, IL: Federal Reserve Bank of Chicago, 1993.
  • 27 May 1992
  • Lecture

Banks in the Board Room: The American Versus Japanese and German Experiences

By: W. Carl Kester
Keywords: Banks and Banking; Banking Industry; United States; Germany; Japan
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Kester, W. Carl. "Banks in the Board Room: The American Versus Japanese and German Experiences." Lecture at the Harvard Business School Research Colloquium on Managing the Financial Services Firm in a Global Environment, Boston, MA, May 27, 1992. (Presenter.)
  • October 2014 (Revised June 2016)
  • Case

Barclays Bank, 2008

By: Lucy White, Steve Burn-Murdoch and Jerome Lenhardt
In the midst of the financial crisis, Barclays (the world's 4th largest bank by assets) is forced by UK regulators to raise more capital. Should it take up the UK government's offer to invest, or take funding from investors from the Middle East? Students may price the... View Details
Keywords: Government And Business; Option Contract; Corporate Finance; Bank Capital; Bank Regulation; Finance; Banking Industry; Europe; North and Central America
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White, Lucy, Steve Burn-Murdoch, and Jerome Lenhardt. "Barclays Bank, 2008." Harvard Business School Case 215-027, October 2014. (Revised June 2016.)
  • May 2014
  • Supplement

Barclays Bank, 2008 - courseware

By: Lucy White
In the midst of the financial crisis, Barclays (the world's 4th largest bank by assets) is forced by UK regulators to raise more capital. Should it take up the UK government's offer to invest, or take funding from investors from the Middle East? Students may price the... View Details
Keywords: Government And Business; Option Contract; Corporate Finance; Bank Capital; Bank Regulation; Finance; Banking Industry; Europe; North and Central America
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White, Lucy. "Barclays Bank, 2008 - courseware." Harvard Business School Spreadsheet Supplement 214-707, May 2014.
  • Article

The Cost Structure, Customer Profitability, and Retention Implications of Self-Service Distribution Channels: Evidence from Customer Behavior in an Online Banking Channel

By: Dennis Campbell and Frances X. Frei
This paper uses the context of online banking to investigate the consequences of employing self-service distribution channels to alter customer interactions with the firm. Using a sample of retail banking customers observed over a 30-month period at a large U.S. bank,... View Details
Keywords: Cost; Service Operations; Distribution Channels; Consumer Behavior; Internet and the Web; Banks and Banking; Technology Adoption; Service Delivery; Market Transactions; Market Participation; Profit; Banking Industry; Banking Industry; United States
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Campbell, Dennis, and Frances X. Frei. "The Cost Structure, Customer Profitability, and Retention Implications of Self-Service Distribution Channels: Evidence from Customer Behavior in an Online Banking Channel." Management Science 56, no. 1 (January 2010): 4–24. (Lead Article.)
  • July 2012 (Revised August 2012)
  • Case

Friend Bank: The Time for Hope (Abridged)

By: Clayton Rose and Aldo Sesia
In 2010, Friend Bank was entering the fifth year of Hope Harris Johnson's ambitious 20-year growth plan to transform her family's one-branch community bank into an institution with a substantial presence in southeastern Alabama. Harris Johnson was pleased, so far, with... View Details
Keywords: Banking; Family Business; Strategy And Execution; Banks and Banking; Family Ownership; Financial Institutions; Strategy; Banking Industry; United States; Alabama
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Rose, Clayton, and Aldo Sesia. "Friend Bank: The Time for Hope (Abridged)." Harvard Business School Case 313-010, July 2012. (Revised August 2012.)
  • November 2012 (Revised September 2013)
  • Case

Barclays Bank, 2008

By: Lucy White, Steve Burn-Murdoch and Jerome Lenhardt
In the midst of the financial crisis, Barclays (the world's 4th largest bank by assets) is forced by UK regulators to raise more capital. Should it take up the UK government's offer to invest, or take funding from investors from the Middle East? Students may price the... View Details
Keywords: Government And Business; Option Contract; Corporate Finance; Bank Capital; Bank Regulation; Finance; Banking Industry; Europe; North and Central America
Citation
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White, Lucy, Steve Burn-Murdoch, and Jerome Lenhardt. "Barclays Bank, 2008." Harvard Business School Case 213-073, November 2012. (Revised September 2013.)
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