Plum Financial Services

17 Pages Posted: 24 Jul 2002

See all articles by Michael R. Vitale

Michael R. Vitale

affiliation not provided to SSRN

Kristine Dery

Massachusetts Institute of Technology (MIT) - Sloan School of Management

Date Written: August 2001


Plum Financial Services is a start-up company that manages superannuation (retirement) funds for organizations and their employees. The company is a joint venture between Vanguard, a large American financial services firm, and MLC, a large Australian investment management firm. The case explores the reasons that these two large firms elected to use a start-up joint venture as an entry into e-business, and the particular issues faced by that start-up as it competes in a market dominated by much larger players. The case also describes Plum's unique approach to human resources and its evolutionary development of IT capabilities.

Keywords: e-business, IT Infrastructure, IT Architecture, IT-business Relationships

Suggested Citation

Vitale, Michael R. and Dery, Kristine F, Plum Financial Services (August 2001). Available at SSRN: or

Michael R. Vitale (Contact Author)

affiliation not provided to SSRN

No Address Available

Kristine F Dery

Massachusetts Institute of Technology (MIT) - Sloan School of Management ( email )

100 Main Street
Cambridge, MA 02142
United States

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