StudentShare solutions
Triangle menu

Competitor Analysis - Coursework Example

Nobody downloaded yet

Extract of sample
Competitor Analysis

Extended presence through local branch offices present in 350 locations across US, Canada, Japan, UK, Australia and Hong Kong. Availability through phone 24/7, email alerts and information from
Products: Includes brokerage accounts (one brokerage account, one organization account), bank checking and brokerage, individual retirement plans (traditional, roth, rollover, custodial, inherited), annuities, business retirement plans, Schwab personal choice retirement account (PCRA), estate planning (one trust account, one estate account, charitable gift account), college (college savings plan, educational savings account, custodial account) and Charles Schwab bank.
Employees and programs used: 13,400 full time employees and growth rate of 11.4%. Has an open corporate culture, various work/life and career advancement programs, employee surveys, rewarding work environment, employee stock plans, open door policy and inclusive corporate culture. Employee programs include Schwab university (in house learning resource), formal mentoring program, Women's Interactive Network (WINS, an employee resource group on women's issues), and VisionQuest (to bring together new hires of Schwab as part of employee orientation).
IT platforms for CRM: In Fall of 2007, the company adapted the CRM software of Junxure. This software has been built by financial advisors for financial advisors. The system automates critical processes, thus providing a high level of client service and enhancing profitability and productivity.
Issues: In 2003 there were certain instances of late mutual fund trading. The issue was fixed by upgrading systems and processes.

Company background: This independent fund management company has 30 years of experience and works with a strong focus on asset management. Its offices are located in Tokyo, Boston, Madrid and Frankfurt. During 2006 to 2007, the organization received over 40 awards and also the Gold standard award for fund management. The organization operates through investment specialists who work in small teams.
Clients and client relationship: Services both retail and institutional clients. Customers are classified and serviced on the basis of their locations in UK, Europe and Japan. In these regions they are further classified as private customers, professional advisors and institutional customers.
Products: Offers an array of products and services like the Gartmore Cautious managed fund for pension savers, cash fund, corporate bond fund, China opportunities fund. Emerging markets opportunities fund, European growth fund, European focus fund, global focus fund and a range of MultiManager funds. Its products are classified in distinct categories like Gartmore OEICs (Open Ended Investment companies), Gartmore SICAV (Luxemborg based fund range) and Gartmore Investment trusts (includes a generalist worldwide trust, fledgling trust, European specialist trust and a range of trusts concentrating on smaller firms).
Employees: Committed to long term success of employees, such that many of their senior employees are now company owners.
IT platform for CRM: The organization has licensed Financial fusion Server SWIFT libraries. This platform provides solutions to retail and e-financial service companies. The Financial Fusion's message broker technology and SWIFT libraries will also translate internal messaging to SWIFT format messaging. This will facilitate Gartmore for application integration and ...Show more


Company background: Charles Schwab works by helping people manage their money through brokerage, banking and various financial services. Headquarters at San Francisco. Three primary business segments of Schwab investor services, Schwab institutional, Schwab corporate and retirement services.
Author : lindsaymcclure
Competitor Analysis essay example
Read Text Preview
Save Your Time for More Important Things
Let us write or edit the coursework on your topic
"Competitor Analysis"
with a personal 20% discount.
Grab the best paper

Check these samples - they also fit your topic

Business Plan for E-commenrce company
The research would provide useful insights regarding the competitive environment of the company observed. The paper will discuss the business description, products offered, mission statement and goals. It will also discuss the business models, marketing strategy, and competition analysis. MyName-MyShop aims at establishing itself as the people’s online market for all their needs.
8 pages (2000 words) Coursework
Analysis and Evaluation of Scotch Whisky Industry
Emerging economies like China and India are increasing becoming important export markets for whisky. The highest selling brand of Scotch is Johnnie Walker. Scotch accounts for about a quarter of the value of all food and beverage exports from the UK and more than 80 percent of exports in Scotland.
9 pages (2250 words) Coursework
Marketing Plan for a Mobile Application Business Plan
The time management apps available in the market are concerned about managing the official functions and fitting them in the schedule. However, considering the present lifestyle of the people, who spend their time in late night parties, take many coffee breaks, and handle extensive stress, time management plays an important role even outside their professional life.
6 pages (1500 words) Coursework
Sainsbury PLC
This report consists of brief summary of strategic planning process adopted by the organization with emphasis on the environmental analysis. One of the primary requirement of any strategic planning process is a detailed environmental analysis of business environment (Farjoun, 2002).
4 pages (1000 words) Coursework
Marketing project
Lipton tea is a product of the Unilever organization. Unilever is a popular organization with popular brands. This report will discuss about the advertising plan for
4 pages (1000 words) Coursework
Scotch accounts for about a quarter of the value of all food and beverage exports from the UK and more than 80 percent of exports in Scotland. Production of scotch whiskey has adversely been affected by declining revenues and slow growth for the past 5
9 pages (2250 words) Coursework
Marketing Plan
This paper presents a brief marketing plan for Auto Tech Associates considering major parts in the plan such as mission and vision statement, marketing objectives, core competencies and competitive advantage.
5 pages (1250 words) Coursework
Individual business report
The increasing business performance of the airline service providers in the country has been observed to facilitate in gaining significant growth from the last few years. Therefore, it is a growing opportunity for Oblako Airlines to build its sustainable position
6 pages (1500 words) Coursework
Marketing of Adventure tour in Cairns, Australia
Quicksilver is the greatest barrier reef in Australia. This company offers a range of services. They include the quicksilver cruises, ocean cruises, Wavedancer, Prodive cairns and reef Bio-search among others. It is the among the largest cruise company in Australia. A competitor analysis is a managerial strategy.
7 pages (1750 words) Coursework
Module 1 Case Assignment
Current value stands at US$ 9.006B and NASDAQ 100 traded. It entered UK MARKETING 2004 by buying seven fresh and wild stories. The first European outlet opened in Kensington in 2007, and the primary emphasis is quality and perishable
5 pages (1250 words) Coursework
Hire a pro to write
a paper under your requirements!
Win a special DISCOUNT!
Put in your e-mail and click the button with your lucky finger
Your email
Comments (0)
Click to create a comment
Contact Us