本研究主要是透過個案公司的使命陳述，探討對個案公司的內部環境優勢及產業環境、總體環境因素對個案公司所造成的影響，歸納出公司的策略形成，制定出公司的重要策略，同時以此策略形成運用在相關子公司的策略，如進入新市場之策略，歸納結論如下：個案公司內部環境面之因素為「值得託付的服務團隊」，產業環境面之因素為「全球化的華人利基市場」，總體環境面之因素為「掌握金融情勢脈動」，上述三個關鍵因素推導出個案公司的策略形成為「全球在地化」，本研究希望關鍵性的要素分析制定出策略形成的步驟，可提供金融業未來在制定策略之方向及進入新市場之參考。 As a business starts to be globalized, it has to make a decision of choosing a new market to target. In the process of globalization, financial business in Taiwan faces an important issue of how to choose a proper strategy to penetrate into a new market. Whether a financial business adopts appropriate strategies and modes of running would affect its profit, market share, and even its advantages. In this thesis, the issue of choosing a new market is to focus on the mainland China. Although the Taiwanese government policy of cross-strait is not completely released yet, it can be prospected that Taiwanese business will be able to have more strategic modes and rapid reactions when the policy become completely clear in the future. This is a qualitative and descriptive research that contains related domestic and overseas literatures reviews, secondary data and reports collecting, and interviews with managers and staffs of companies in related field. The business strategies of financial holding companies are also to be discussed by a case study of a company under a theoretical framework.
The research is to find the key factors affect a company strategy by reviewing its mission statement, as follows: the key factors of the internal environment, the industrial environment and the macro-environment. Then, strategy formulations of the company are to be deducted, and analyze how a strategic decision is also appropriated by its subsidiary (for example, how the decision is appropriated by its subsidiary in the process of entering a new market). The conclusion is as follows: the factors of the internal environment is"the team worth to entrust", the industrial environment is"the globalized Chinese market" and the macro-environment is"grasp of financial situation beating". With analysis of the aforementioned three key factors in three dimensions, the research deducts that "Glocalization" is the key strategic factor for the case company. The analysis process of the key factors for formulation of strategy contributes suggestions for financial business to explore strategies in the future and to enter new markets.