Morgan Stanley Dean Witter

1
Morgan Stanley Dean Witter Co.

• Matt Beese
• Simon Cheung
• Jen Holt
• Amy Hu
• David Olson
• Colleen Stevens

2
History

• Dean Witter
• Founded in 1924
• Retail Brokerage
• Launched Discover 1986

• Morgan Stanley
• Founded in 1933
• Investment Bank
• Incorporated 1975
• IPO 1986

Merged in 1997
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Financial Position
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Organizational Structure

• CEO Philip J. Purcell
• Separated into 3 main divisions securities,
  investment, and credit services
• 700 offices in 28 countries
• A highly diversified financial services company

5
ExternalEnvironment

• Stakeholders customers, employees, and
  shareholders
• Social/Demographic Trends baby boomers, retirees
• Governmental Issues and SEC
• Technological Issues computing and the internet
• Global Economy is weakening

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3 Forces Analysis

• Competitors commercial banks
• Entry Barriers Government Regulations, internet
  access
• Buyers business and individual investors

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InternalEnvironment

• Resources and Capabilities
• Distinctive Competencies
• Corporate Strategies

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Strengths and Weaknesses

• Organizational Culture
• Stringent hiring policies
• Customer Focus
• Brand Loyalty
• Conflicts of interest between units and clients
• No central bank

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Recommendations

• Hiring Practices
• Division Synergy
• Customer Focus
• Acquisition of Commercial Bank
• Technology
• A Changing Environment

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Questions?