21210101 - FINANCIAL SERVICES STRATEGIES

The course aims at opening the black box of managerial decisions connected with the
strategy making process in the financial services industry nowadays. This main goal is
pursued with lectures, seminars, case discussions and project works. By the end of this
course students should be able to understand the main competitive strategies of traditional
and new suppliers in the financial services industry, at corporate and at business areas
level. A large part of the the course is dedicated to Fintech, focussing on competitive strategic choices of newcomers (FinTech and BigTech) and of traditional financial institutions (incumbents). Traditional lectures, seminars, business cases and project works are the teaching methods used.
Lectures and seminars are carried out by Professor Previati and other academics
and practitioners.

PREVIATI DANIELE ANGELO

teacher profile | teaching materials

Mutuazione: 21210101 FINANCIAL SERVICES STRATEGIES in Economia Aziendale LM-77 PREVIATI DANIELE ANGELO

Programme

The course illustrates and debates the following main topics:
• Strategic and organizational changes in the Financial Services Industry (FSI)
• Regulation and technology: their impact on competitive strategies
• Theoretical frameworks to analyse strategic and organizational change: from
Industrial Organization to Strategic Management in FSI
• Business strategies in FSI: the basic strategies and their application (cost
leadership, differentiation, segmentation)
• Corporate strategies in FSI: diversification and competencies
• The emerging challenges of Fintech
• Alternative Finance and Crowdfunding
• Evidences from European Banking Industry

Core Documentation

For attending students: presentations, cases, articles and papers put on the course web page after or before the
lectures
If you need a reference book about financial services strategies, you can read (it’s not
compulsory): FinTech, BigTech and Banks Digitalisation and Its Impact on Banking
Business Models, Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave
Macmillan, 2019; You can buy ebook here:
https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264
About strategy analysis, you can read: R. Grant, Contemporary Strategy
Analysis, Wiley, 2010

For non attending students, it is compulsory this book: FinTech, BigTech and Banks Digitalisation and Its Impact on Banking
Business Models, Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave
Macmillan, 2019; You can buy ebook here:
https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264




Type of delivery of the course

Lectures, seminars, case discussions, project works, business cases presentation In case of sanitary emergence for COVID-19 we follow all the safe rules for managing lectures and student assessment, i.e.: online lectures (recorded and live streaming), students online assessment (intermediate and final)

Attendance

It better to attend the course, especially for the intense team involvement in project works

Type of evaluation

For attending students the assessment is based on project works and oral test on programme contents For non attending students the assesment is based on oral test. For this test you must read: FinTech, BigTech and Banks Digitalisation and Its Impact on Banking Business Models Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave Macmillan, 2019 You can buy ebook here: https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264

PREVIATI DANIELE ANGELO

teacher profile | teaching materials

Mutuazione: 21210101 FINANCIAL SERVICES STRATEGIES in Economia Aziendale LM-77 PREVIATI DANIELE ANGELO

Programme

The course illustrates and debates the following main topics:
• Strategic and organizational changes in the Financial Services Industry (FSI)
• Regulation and technology: their impact on competitive strategies
• Theoretical frameworks to analyse strategic and organizational change: from
Industrial Organization to Strategic Management in FSI
• Business strategies in FSI: the basic strategies and their application (cost
leadership, differentiation, segmentation)
• Corporate strategies in FSI: diversification and competencies
• The emerging challenges of Fintech
• Alternative Finance and Crowdfunding
• Evidences from European Banking Industry

Core Documentation

For attending students: presentations, cases, articles and papers put on the course web page after or before the
lectures
If you need a reference book about financial services strategies, you can read (it’s not
compulsory): FinTech, BigTech and Banks Digitalisation and Its Impact on Banking
Business Models, Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave
Macmillan, 2019; You can buy ebook here:
https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264
About strategy analysis, you can read: R. Grant, Contemporary Strategy
Analysis, Wiley, 2010

For non attending students, it is compulsory this book: FinTech, BigTech and Banks Digitalisation and Its Impact on Banking
Business Models, Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave
Macmillan, 2019; You can buy ebook here:
https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264




Type of delivery of the course

Lectures, seminars, case discussions, project works, business cases presentation In case of sanitary emergence for COVID-19 we follow all the safe rules for managing lectures and student assessment, i.e.: online lectures (recorded and live streaming), students online assessment (intermediate and final)

Attendance

It better to attend the course, especially for the intense team involvement in project works

Type of evaluation

For attending students the assessment is based on project works and oral test on programme contents For non attending students the assesment is based on oral test. For this test you must read: FinTech, BigTech and Banks Digitalisation and Its Impact on Banking Business Models Authors: Tanda, Alessandra, Schena, Cristiana-Maria, Palgrave Macmillan, 2019 You can buy ebook here: https://www.palgrave.com/it/book/9783030224257#otherversion=9783030224264