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TARGETING FINANCIAL FRAUD

VPN: ensuring success and growth over long-term

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TD is well-positioned to reach full capabilities and become the top bank

Current Situation

Overarching Aspirations

Decision Criteria

Differentiated through customer-focused brand

Talented and innovative iD8 team

High opportunity to increase customer loyalty through technological advancements

High threat concerning financial security

Create a forward-focused & innovative, using proven-business models, strategy to allow reduce fraudulent risk, increasing confidence amongst consumers’ financial security.

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2

3

Ensuring confidence to users’ financial security through easily-accessible measures

Reducing implicit and explicit costs associated with fraudulent risks

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

Consistency with organizational & management preferences

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Laying out strategic, tactical and operational solution details

Over ⅓ of users using internet fall victim to public-wifi attacks (Atkin, 2019)

There’s a 44% increase in mobile banking, compared to 2016 (CBA, 2020).

Reducing fraudulent risk and causes

FEASIBILITY: How can work to our strengths?

COMPLETE: How can we target all decision criteria?

EFFECTIVE: How can we target weak consumer decisions and how will this improve TD in the long term?

Partner with leading VPN service to implement security measures, disallowing vulnerability when using unsecure/public wifi

ENVIRONMENT

MANAGEMENT PREFERENCES

RESOURCES

ORGANIZATION

STRATEGY

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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Increasing customer confidence through KSFs; environment

TARGET WEAK CONSUMER DECISIONS

ENCOURAGE PERSONAL PROACTIVITY

INCREASING CUSTOMER CONFIDENCE

STRATEGY

MANAGEMENT PREFERENCES

RESOURCES

ORGANIZATION

ENVIRONMENT

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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This strategy aligns with TD’s preferences, missions, and values; organization

STRATEGY

MANAGEMENT PREFERENCES

RESOURCES

ENVIRONMENT

ORGANIZATION

Be the Better Bank

Customer-Focused

Forward-Thinking

Innovative

Applicable to Other Areas

Gives Ease of Mind

Updating Security

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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This strategy aligns with TD’s preferences, missions, and values; organization

STRATEGY

MANAGEMENT PREFERENCES

RESOURCES

ENVIRONMENT

ORGANIZATION

Be the Better Bank

Customer-Focused

Forward-Thinking

Innovative

Applicable to Other Areas

Gives Ease of Mind

Updating Security

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

Customer-Focused

Forward-Thinking

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This strategy aligns with TD’s preferences, missions, and values; organization

STRATEGY

MANAGEMENT PREFERENCES

RESOURCES

ENVIRONMENT

ORGANIZATION

Be the Better Bank

Customer-Focused

Forward-Thinking

Innovative

Applicable to Other Areas

Gives Ease of Mind

Updating Security

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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Reducing fraudulent attacks to allow for reallocation of resources; resources

STRATEGY

MANAGEMENT PREFERENCES

ORGANIZATION

ENVIRONMENT

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

Efficient Reallocation of Resources

Results in

Less Fraud

Less Information Compromised

Encryption

RESOURCES

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Implementation | GANTT Chart

Short Term

Medium Term

Long Term

Month

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02

03

04

05

06

07

08

09

10

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12

Research VPN Companies

Partnership Proposal

Update Fraud Protocol

Partnership Agreement

VPN Test Group

Marketing Campaigns

Launch VPN

Analyze Fraud Percentage & Feedback

Company-Wide Ceremony at iD8 Event

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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Implementation | Risks and Mitigation

RISKS

SIGNIFICANCE

MITIGATION

TD has trouble forming a partnership

Customers are uninterested in a VPN proposal

A subset of customers are still defrauded

IMPACT

PROBABILITY

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3

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2

3

Emphasize a mutually beneficial relationship

Prolong the testing phase with VPN provider

Extend liability coverage for customers who choose to use VPN

2

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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Current Total in Fraud Reimbursements

(Kanda, 2020)

Percentage of Preventable Attacks

(Internet Society, 2019)

Expected New Total in Fraud Reimbursements

Projected outcome calculations through VPN implementation

$193.5

Million

95%

$55

Million

~75%

RECOMMENDATION

PEST

INDUSTRY OVERVIEW

CURRENT SITUATION

COMPANY INSIGHTS

EXPECTED OUTCOMES

IMPLEMENTATION PLAN

RISKS AND MITIGATION

ANALYSIS; DIAMOND-E

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In summary...

Increase customer confidence

Align With TD’s Mission

Reduce Costs

Customers are able to safely online bank anywhere

Solution innovates and keeps customers satisfied

Reduce subsidizing costs

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APPENDIX

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APPENDIX A | Expected outcomes calculation

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APPENDIX B | Risks and mitigation; contingency specified

Risk:

Customers are uninterested in VPN

Contingency:

After several months, highlight the benefits that VPN users can enjoy as a result of making the switch

Risk:

No major VPN providers are willing to partner with TD

Contingency: TD can create its own VPN service specifically made for the purpose of digital banking

Risk:

Some customers still face fraud

Contingency:

Increase customer confidence by publishing cybersecurity tips

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APPENDIX C | TD mission statements; organization

(TD, 2019)

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APPENDIX D | Per annum costs for implementation

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References

Alex Coop. (2020, August 11). Nearly 70% of fraud phishing attacks are directed at Canada: RSA report. IT World Canada. Retrieved from: https://www.itworldcanada.com/article/nearly-70-of-fraud-phishing-attacks-are-directed-at-canada-rsa-report/434380#:~:text=Phishing%20remains%20the%20go%2Dto,by%20the%20Dell%20Technologies%20subsidiary

Canadian Bankers Association (CBA). (2020, March 2). Protecting Canadians from fraud. Retrieved from: https://cba.ca/protecting-canadians-from-fraud

Carayannopoulos, S. (2019). TD Case Report. Retrieved from: https://drive.google.com/file/d/1ScYqe3AKOG6H6YB3ymptDipQ0K9G5sjj/view

Internet Society. (2019, July 9). 2018 Cyber Incidents and Breach Trends Report. Retrieved from: https://www.internetsociety.org/wp-content/uploads/2019/07/OTA-Incident-Breach-Trends-Report_2019.pdf

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References

Joanne Atkin. (2019, August 13). As internet fraud increases, beware the perils of using public WiFi. The Money Pages. Retrieved from: https://www.themoneypages.com/latest-news/internet-fraud-increases-beware-perils-using-public-wifi/#:~:text=According%20to%20figures%20from%20the,received%20fraudulent%20emails%20and%20messages

Passport. (2020, November). Financial Cards and Payments in Canada. Retrieved from: https://www-portal-euromonitor-com.libproxy.wlu.ca/portal/analysis/tab

Samuel Kanda. (2020). Commercial Banking in Canada. IBIS World. Retrieved from https://my-ibisworld-com.libproxy.wlu.ca/ca/en/industry/52211ca/major-companies#major-players

Steven, G. (2020). The Best VPN Services. Retrieved from:

https://hostingcanada.org/best-vpn/

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References

TD Bank Group. (2019). 2019 Annual Report. Retrieved from: https://www.td.com/document/PDF/ar2019/ar2019-Complete-Report.pdf

Tiffany Wang. (2020). TD Live Case Recommendation. Toronto, Ontario.

© Raeed Ahmed 2023