MY BANK IS WELLS FARGO
For this project, assume you are a paid consultant hired
MY BANK IS WELLS FARGO
For this project, assume you are a paid consultant hired by the Board of Directors and CEO of the bank youve chosen, to evaluate the bank. Following the outline below, report on what the bank is doing in each numbered section and make recommendations about what the bank might do differently for greater success. Create a PowerPoint presentation. An outline or bullet point format within PowerPoint is acceptable for most parts of the project.
Research the bank using a variety of resources such as the banks annual report, FFIEC Call Reports, FDIC reports, bank website, literature, and more. A branch visit would be very helpful. Talk to an employee if you have the opportunity.
The sequence of topics generally follows our course content. For topics three through eight, provide a summary of the banks situation and make an overall assessment of the banks performance in the categories weve studied. For example, what are some key financial facts drawn from the banks financial statements. (How do the banks ratios compa
re to industry standards?) Does the bank offer a wide range of products? Are they branded? (Use brand names, dont just write that the bank has checking and savings accounts.) What is the bank doing to grow customer relationships? Are there ethics and CRA policies and reports? Additionally, grade the bank on each category giving an A through F. Say why and make recommendations.
Use Other to make additional observations.
Financial institution
Name
Overview (Brief history. market area/branch footprint)
Charter (S&L, Commercial, Sate, National, mutual bank)
Regulator
Corporate/organizational/management structure
Governance structure
Leadership
Banks Financial condition
Assets/Liabilities/capital
Performance measures (Ratios, in particular.) Compare to industry standards.
Banks Products & Services (Refer to branded products when possible, not just checking accounts, for example
Retail
Commercial
Evidence of customer service
CRA, ethics and privacy policies
Marketing Initiatives show exaples, screen shots
Customer and institutional security
Other
Submit your PowerPoint presentation as a PDF file.
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