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Fidelity Japanese Values (FJV) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for Fidelity Japanese Values (United Kingdom)


Based on various researches at Oak Spring University , Fidelity Japanese Values is operating in a macro-environment that has been destablized by – increasing commodity prices, increasing government debt because of Covid-19 spendings, wage bills are increasing, increasing household debt because of falling income levels, cloud computing is disrupting traditional business models, increasing inequality as vast percentage of new income is going to the top 1%, customer relationship management is fast transforming because of increasing concerns over data privacy, there is increasing trade war between United States & China, there is backlash against globalization, etc



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Introduction to SWOT Analysis of Fidelity Japanese Values


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University, we believe that Fidelity Japanese Values can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Fidelity Japanese Values, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Fidelity Japanese Values operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Fidelity Japanese Values can be done for the following purposes –
1. Strategic planning of Fidelity Japanese Values
2. Improving business portfolio management of Fidelity Japanese Values
3. Assessing feasibility of the new initiative in United Kingdom
4. Making a Misc. Financial Services sector specific business decision
5. Set goals for the organization
6. Organizational restructuring of Fidelity Japanese Values




Strengths of Fidelity Japanese Values | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Fidelity Japanese Values are -

Successful track record of launching new products

– Fidelity Japanese Values has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Fidelity Japanese Values has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.

Learning organization

- Fidelity Japanese Values is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Fidelity Japanese Values is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at Fidelity Japanese Values emphasize – knowledge, initiative, and innovation.

High brand equity

– Fidelity Japanese Values has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled Fidelity Japanese Values to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Digital Transformation in Misc. Financial Services industry

- digital transformation varies from industry to industry. For Fidelity Japanese Values digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Fidelity Japanese Values has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.

Low bargaining power of suppliers

– Suppliers of Fidelity Japanese Values in the Financial sector have low bargaining power. Fidelity Japanese Values has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Fidelity Japanese Values to manage not only supply disruptions but also source products at highly competitive prices.

Ability to recruit top talent

– Fidelity Japanese Values is one of the leading players in the Misc. Financial Services industry in United Kingdom. It is in a position to attract the best talent available in United Kingdom. The firm has a robust talent identification program that helps in identifying the brightest.

High switching costs

– The high switching costs that Fidelity Japanese Values has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Sustainable margins compare to other players in Misc. Financial Services industry

– Fidelity Japanese Values has clearly differentiated products in the market place. This has enabled Fidelity Japanese Values to fetch slight price premium compare to the competitors in the Misc. Financial Services industry. The sustainable margins have also helped Fidelity Japanese Values to invest into research and development (R&D) and innovation.

Organizational Resilience of Fidelity Japanese Values

– The covid-19 pandemic has put organizational resilience at the centre of everthing Fidelity Japanese Values does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Strong track record of project management in the Misc. Financial Services industry

– Fidelity Japanese Values is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Superior customer experience

– The customer experience strategy of Fidelity Japanese Values in Misc. Financial Services industry is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Training and development

– Fidelity Japanese Values has one of the best training and development program in Financial industry. The effectiveness of the training programs can be measured in – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.






Weaknesses of Fidelity Japanese Values | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Fidelity Japanese Values are -

Lack of clear differentiation of Fidelity Japanese Values products

– To increase the profitability and margins on the products, Fidelity Japanese Values needs to provide more differentiated products than what it is currently offering in the marketplace.

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Fidelity Japanese Values supply chain. Even after few cautionary changes, Fidelity Japanese Values is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Fidelity Japanese Values vulnerable to further global disruptions in South East Asia.

Ability to respond to the competition

– As the decision making is very deliberative at Fidelity Japanese Values, in the dynamic environment of Misc. Financial Services industry it has struggled to respond to the nimble upstart competition. Fidelity Japanese Values has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

High dependence on Fidelity Japanese Values ‘s star products

– The top 2 products and services of Fidelity Japanese Values still accounts for major business revenue. This dependence on star products in Misc. Financial Services industry has resulted into insufficient focus on developing new products, even though Fidelity Japanese Values has relatively successful track record of launching new products.

Capital Spending Reduction

– Even during the low interest decade, Fidelity Japanese Values has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the Misc. Financial Services industry using digital technology.

Aligning sales with marketing

– From the outside it seems that Fidelity Japanese Values needs to have more collaboration between its sales team and marketing team. Sales professionals in the Misc. Financial Services industry have deep experience in developing customer relationships. Marketing department at Fidelity Japanese Values can leverage the sales team experience to cultivate customer relationships as Fidelity Japanese Values is planning to shift buying processes online.

Products dominated business model

– Even though Fidelity Japanese Values has some of the most successful models in the Misc. Financial Services industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. Fidelity Japanese Values should strive to include more intangible value offerings along with its core products and services.

Increasing silos among functional specialists

– The organizational structure of Fidelity Japanese Values is dominated by functional specialists. It is not different from other players in the Misc. Financial Services industry, but Fidelity Japanese Values needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Fidelity Japanese Values to focus more on services in the Misc. Financial Services industry rather than just following the product oriented approach.

Interest costs

– Compare to the competition, Fidelity Japanese Values has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

Need for greater diversity

– Fidelity Japanese Values has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.

High operating costs

– Compare to the competitors, Fidelity Japanese Values has high operating costs in the Misc. Financial Services industry. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Fidelity Japanese Values lucrative customers.




Fidelity Japanese Values Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of Fidelity Japanese Values are -

Buying journey improvements

– Fidelity Japanese Values can improve the customer journey of consumers in the Misc. Financial Services industry by using analytics and artificial intelligence. It can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Manufacturing automation

– Fidelity Japanese Values can use the latest technology developments to improve its manufacturing and designing process in Misc. Financial Services sector. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Low interest rates

– Even though inflation is raising its head in most developed economies, Fidelity Japanese Values can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Fidelity Japanese Values can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help Fidelity Japanese Values to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Fidelity Japanese Values to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Fidelity Japanese Values to hire the very best people irrespective of their geographical location.

Loyalty marketing

– Fidelity Japanese Values has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Building a culture of innovation

– managers at Fidelity Japanese Values can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Misc. Financial Services industry.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Fidelity Japanese Values in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Misc. Financial Services industry, and it will provide faster access to the consumers.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Fidelity Japanese Values can use these opportunities to build new business models that can help the communities that Fidelity Japanese Values operates in. Secondly it can use opportunities from government spending in Misc. Financial Services sector.

Learning at scale

– Online learning technologies has now opened space for Fidelity Japanese Values to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Changes in consumer behavior post Covid-19

– consumer behavior has changed in the Misc. Financial Services industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Fidelity Japanese Values can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Fidelity Japanese Values can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Developing new processes and practices

– Fidelity Japanese Values can develop new processes and procedures in Misc. Financial Services industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Use of Bitcoin and other crypto currencies for transactions in Misc. Financial Services industry

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Fidelity Japanese Values in the Misc. Financial Services industry. Now Fidelity Japanese Values can target international markets with far fewer capital restrictions requirements than the existing system.




Threats Fidelity Japanese Values External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of Fidelity Japanese Values are -

Shortening product life cycle

– it is one of the major threat that Fidelity Japanese Values is facing in Misc. Financial Services sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Fidelity Japanese Values in Misc. Financial Services industry. The Misc. Financial Services industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Fidelity Japanese Values.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Fidelity Japanese Values business can come under increasing regulations regarding data privacy, data security, etc.

Technology acceleration in Forth Industrial Revolution

– Fidelity Japanese Values has witnessed rapid integration of technology during Covid-19 in the Misc. Financial Services industry. As one of the leading players in the industry, Fidelity Japanese Values needs to keep up with the evolution of technology in the Misc. Financial Services sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Easy access to finance

– Easy access to finance in Misc. Financial Services industry will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Fidelity Japanese Values can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Fidelity Japanese Values needs to understand the core reasons impacting the Misc. Financial Services industry. This will help it in building a better workplace.

Stagnating economy with rate increase

– Fidelity Japanese Values can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the Misc. Financial Services industry.

Regulatory challenges

– Fidelity Japanese Values needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Misc. Financial Services industry regulations.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry to Misc. Financial Services industry are lowering. It can presents Fidelity Japanese Values with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the Misc. Financial Services sector.

High dependence on third party suppliers

– Fidelity Japanese Values high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Fidelity Japanese Values in the Misc. Financial Services sector and impact the bottomline of the organization.

Increasing wage structure of Fidelity Japanese Values

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Fidelity Japanese Values.




Weighted SWOT Analysis of Fidelity Japanese Values Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers at Fidelity Japanese Values needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of Fidelity Japanese Values is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of Fidelity Japanese Values is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Fidelity Japanese Values to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Fidelity Japanese Values needs to make to build a sustainable competitive advantage.



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