Smyth Barry and Company

CASE STUDIES

Smyth Barry and Company First National Bank

4BSA1 GROUP 3 Marasigan, Jaelyn Recto, Dulce Corazon Regalado, Marlene Sison, Jyrus Case Study: Smyth Barry and Company

 Immediate issue or problem Problem: The problem is how to explain the nature of the US financial markets to Michelle Varga from Mexico, who is known as a highly ranked tennis player and expected to invest substantial amount of money through Smyth Barry and Company in a manner that she will fully understand and will entice her to invest in the company. Decision: Give full attention to the main ideas of US financial markets as a whole and to make it ideal yet realistic. Time Frame: 6 to 12 months  Basic issue or associated issue Major issue: The difference between US and Mexico financial markets that Michelle Varga is interested to know and she might use it to weigh whether to invest on the company or not. Minor issue: I, being a recent graduate, might have difficulty in explaining to her the main points in US financial markets since I haven’t much experience regarding it and I will use only the set of questions developed by my boss as a way of gathering facts and ideas.  Issue analysis and information summary Smyth Barry and Company would like to explain to Michelle Varga from Mexico, who is a high ranked tennis player and an expected investor to the company, the nature of financial markets in US. Michelle being new in US would like to know what will happen to the money that she is planning to invest.  Alternative solutions or options 1. Seek the advice of a business consultant who has more experience and knowledge. Pro: It will show a much better explanation and a wider range of ways to give the full details of the US financial markets. Cons: Incur higher cost. 2. Gather right amount of information in addition to the answers on the set of questions given by the boss. Pro: Better analysis will lead to better presentation.

Cons: Time consuming.

3. Improve the presentation and make it easier to understand and will patch up with Michelle Varga’s wants. Pro: Michelle will be much interested since it coincides with what might she really wanted. Cons: Michelle might think that the whole presentation is just a company’s propaganda.  Recommendation and Implementation Improvement of the presentation about the financial markets that will patch up with Michelle’s wants which is, most probably, to have a good investment. To implement this, first they need to gather right amount of information needed, then they should finalize all the plans and presentation to make the business ready for the expected investor. The time frame for this plan is 2 years.  Monitor and Control There will be regular budget monitoring to make sure that the budget is still sufficient for the fund needed for the plan. Regular meetings, about the presentation of financial market, will be conducted. Data gathering will be strictly monitored specially regarding the financial markets. Reviews about the improvement and plans accomplished will be firmly observed.