Publications

April 2020 (Revised July 2020)
Case

Teton Capital Partners, LLC: Free Fallin'

By: Nori Gerardo Lietz

Keywords: Private Equity; Financial Crisis; Banking Industry; Banking Industry

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; Banking Industry; Banking Industry

July 2009 (Revised July 2009)
Case

Blue Ocean or Stormy Waters? Buying Nix Check Cashing

By: Peter Tufano

Kinecta Federal Credit Union has the opportunity to purchase Nix Check Cashing as part of their "blue ocean" strategy to reach the financially underserved and increase credit union membership and deposits. But they face financial as well as reputational risk. Check... View Details

Keywords: Mergers and Acquisitions; Credit; Financing and Loans; Personal Finance; Strategic Planning; Partners and Partnerships; Reputation; Banking Industry; Banking Industry

December 2005 (Revised March 2007)
Case

Innovation and Collaboration at Merrill Lynch

By: Boris Groysberg and Ingrid Vargas

In the spring of 2005, Candace Browning, head of Global Securities Research and Economics at Merrill Lynch, led about 500 Merrill Lynch analysts worldwide in a collaborative effort to produce innovative research, most of them accustomed to working independently in... View Details

Keywords: Leadership; Groups and Teams; Management Teams; Decision Making; Collaborative Innovation and Invention; Negotiation; Mathematical Methods; Strategy; Human Resources; Motivation and Incentives; Banking Industry; Banking Industry

spring 1983
Article

A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association

By: Robert S. Kaplan

Keywords: Finance; Planning; Financing and Loans; Saving; Financial Institutions; Banking Industry; Banking Industry

Find at Harvard

March 2001 (Revised March 2001)
Teaching Note

Old Mutual TN

By: Tarun Khanna

Teaching Note for (9-701-026). View Details

Keywords: Banking Industry; Banking Industry; South Africa

2000
Chapter

Is a Career in Finance (and which one?) Right for You?

By: James Waldroop and Timothy Butler

Keywords: Decision Choices and Conditions; Personal Development and Career; Finance; Banking Industry; Banking Industry

June 1991
Teaching Note

Savannah West, Teaching Note

By: William J. Poorvu and Katherine Sweetman

Teaching Note for (9-381-081). View Details

Keywords: Banking Industry; Banking Industry; Georgia (state, US)

14 Dec 2010
Op-Ed

Tax US Companies to Spur Spending

would also help enormously in directing these cash hoards toward investment. But even cash disgorged through dividends, share repurchases or mergers would have a potentially stimulative effect compared with corporations banking the funds.... View Details

Keywords: by Mihir A. Desai

28 Jun 2004
Research & Ideas

Microfinance: A Way Out for the Poor

for someone to get off the ground: enough to buy inventory, rent space, and begin to generate an income in order to feed, clothe, and shelter a family. A legal loan of that amount from a real bank is also the difference between paying... View Details

Keywords: by Martha Lagace

January 2010 (Revised March 2011)
Case

Ben Bernanke: Person of the Year?

By: Lakshmi Iyer and Matthew C. Weinzierl

In response to the economic and financial crisis of 2008–2009, the Federal Reserve greatly expanded the scale and scope of its activities. Though lauded by many experts for its actions, the Fed and its chairman, Ben Bernanke, faced harsh criticism from some public... View Details

Keywords: Financial Crisis; Central Banking; Governance Controls; Policy; Crisis Management; Power and Influence; Public Administration Industry; United States