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題名 與新創企業合作以促成事業轉型之研究 — 以台灣金融業者為例
A Study on Collaboration with Startups to Facilitate Business Transformation: The Case of a Taiwanese Financial Company
作者 劉怡均
Liu, Yi-Chun
貢獻者 謝凱宇
Hsieh, Kai-Yu
劉怡均
Liu, Yi-Chun
關鍵詞 企業創投
新創企業合作
金融科技
數位轉型
Corporate Ventures
New Ventures
Fintech
Digital Transformation
日期 2023
上傳時間 6-Jul-2023 16:54:54 (UTC+8)
摘要 隨著科技的興起，金融服務變得更加多元及觸手可及，消費者也對於金融業者所提供之服務有更高的期待，冀望能以更便捷的數位科技工具進享受金融服務。有鑒於此，金融業者對於創新科技的需求也隨之上升。除了自行由內部培育相關人才及技術外，金融業者也嘗試以不同之管道進行外部創新資源的獲取。

鑒於過去與新創企業合作達成目標之企業多為跨國公司，個案部門為台灣企業採用之先驅，因此，本研究期望透過個案部門，深入了解台灣本土金融業者與新創企業合作之原因與目標、運行方式以、困難與成效。

個案部門目標為協助內部業務單位進行數位轉型，相較於財務目標的追求，更專注於達成策略目標，且更偏好選擇風險較低之新創企業。另外，本研究也探討個案部門與新創企業合作之整體流程，從內部需求之釐清、外部企業之找尋及最後的雙邊串接。而串接業務單位與新創企業時，責任歸屬的移轉為目前個案部門所遭遇最急迫之困難，也預計於未來盡快進行修正與調整。
Modern technologies have made financial services more diverse and accessible. Consumers now have higher expectations for these services and hope to access them through more digital means. As a result, there is an increased demand for new financial technologies. While financial institutions are cultivating new technologies and talents internally, they are also seeking external sources of innovation by collaborating with startups.

The anonymous case department in this study is a pioneering example among Taiwanese companies in adopting this practice, as most of the companies that have previously worked with startups are multinational or foreign. This study selects this case department to gain insights into why and how the department chooses to partner with startups, the challenges it faces along the way, and the outcomes it achieves.

The case department helps business units to digitally transform. It prioritizes strategic goals over financial ones, and prefers to work with lower-risk startups. This study also examines the department`s operational procedures, from identifying internal requirements to partnering with external startups. Currently, a significant challenge that requires immediate attention is the transfer of accountability when connecting startups to business units.
參考文獻 一、 中文文獻
1. 行政院，2018。金融創新，推升產業競爭力。取自 https://www.ey.gov.tw/Page/5A8A0CB5B41DA11E/35874b8e-2f84-41cb- 8849- d09392d9a5cb。搜尋日期：2023年5月11日。
2. 林秀英，2021/03/21。【全球創投風向掃描】九張圖解讀2021年全球企業創投的新高投資紀錄。FINDIT。取自 https://findit.org.tw/researchPageV2.aspx?pageId=1970。搜尋日期：2023年5 月11日。
3. 施文玲，2006/03/15。質性取向研究理論派典之探析。網路社會學通訊期刊， 第五十二期。
4. 陳碧芬，2021/03/27。金融科技浪潮 業者異業結盟。取自 https://ctee.com.tw/industrynews/financesmanage/433179.html。搜尋日期： 2023年5月8日。
5. 孫一仕、周羣英、林凱雄譯，Brett King. 著，2018。Bank 4.0：金融常在， 銀行不再？。台北：財團法人台灣金融研訓院。
6. 國家發展委員會，2021。六大核心戰略產業推動方案。取自 https://www.ndc.gov.tw/Content_List.aspx?n=9614A7C859796FFA。搜尋 日期：2023年05月10日。
7. 戴玉翔。2022/11/09。阿爾發投顧監理沙盒實驗成功！3000元就能碎股下單全球ETF。取自 https://tw.news.yahoo.com/news/%E9%98%BF%E7%88%BE%E7%99%BC%E 6%8A%95%E9%A1%A7%E7%9B%A3%E7%90%86%E6%B2%99%E7%9B% 92%E5%AF%A6%E9%A9%97%E6%88%90%E5%8A%9F3000%E5%85%83 %E5%B0%B1%E8%83%BD%E7%A2%8E%E8%82%A1%E4%B8%8B%E5% 96%AE%E5%85%A8%E7%90%83etf-125055326.html。搜尋日期：2023年5 月8日。
8. 簡春安，1992。社會工作與質化研究法。當代社會工作學刊，第二期:13-32。
9. iThome，2018。金融科技創新園區FinTechSpace正式開幕！首波進駐37家新創，囊括FinTech七大領域。取自 https://www.ithome.com.tw/news/125951。搜尋日期：2023年5月11 日。

二、 英文文獻
1. Barden, J. Q., Sahaym, A., and Steensma, H. K. (2010). The influence of R&D investment on the use of corporate venture capital: An industry-level analysis. Journal of Business Venturing 25 (4): 376-388.
2. Battistini, B., Baschera, P., and Hacklin, F. (2013). The State of Corporate Venturing: Insights from a Global Study. Research-Technology Management 26 (1): 31-39
3. Block, Z., and Ornati, O. (1987). Compensating Corporate Venture Managers. Journal of Business Venturing 2: 41-51.
4. CB Insights (2022). State of CVC 2021 Report.
5. Chesbrough, H. (2000). Designing Corporate Ventures in the Shadow of Private Venture Capital. California management review 42 (3): 31-49
6. Dushnitsky, G., and Lenox, M. J. (2005). When do firms undertake R&D by investing in new ventures? Strategic Management Journal 26 (10): 947-965
7. Enders, A., Gimmy, G., Kanbach, G., Konig, A., and Stubner, S. (2017, July). What BMW’s Corporate VC Offers That Regular Investors Can’t. Harvard Business Review. Retrieved from https://hbr.org/2017/07/what-bmws-corporate-vc-offers-that-regular-investors-cant
8. Fast, N. (1987). The Rise and Fall of Corporate New Venture Divisions.
Ann Arbor, MI: UMI Research Press.
9. Gorman, M., and Sahlman, W. (1989). What Do Venture Capitalists Do?. Journal of Business Venturing 4: 231-248.
10. Haipeprin, A. (2023, February). What Is Venture Capital?. Business News Daily. Retrieved from https://www.businessnewsdaily.com/4252-venture-capital.html
11. Hofmeister, J., and Olivier, H. (2020). THE NEXT BIG THING TO BOOST YOUR INNOVATION – THE VENTURE CLIENT MODEL. Capgemini. Retrieved from https://www.capgemini.com/insights/expert-perspectives/the-next-big-thing-to-boost-your-innovation-the-venture-client-model/
12. Landström, H. (2007). Pioneers in venture capital research. Handbook of Research on Venture Capital, ed. H. Landström, 3-65. Cheltenham, UK: Edward Elgar.
13. Minshall, T., and Napp, J. J. (2011). Corporate venture capital investments for enhancing innovation: Challenges and solutions. Research-Technology Management 54 (2): 27-36.
14. Ombach, G., (2023). How Venture Client Units Are Revolutionizing Corporate Innovation. Forbes. Retrieved from https://www.forbes.com/sites/forbestechcouncil/2023/03/30/how-venture-client- units-are-revolutionizing-corporate-innovation/?sh=5051f002622c
15. Rind, K. W. (1981). The role of venture capital in corporate development. Strategic Management Journal 2: 169-180.
16. Yin, R. K. (2018). Case Study Research and Applications: Design and Methods (6th ed.). Thousand Oaks, CA: Sage.
描述 碩士
國立政治大學
企業管理研究所(MBA學位學程)
110363084
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0110363084
資料類型 thesis
dc.contributor.advisor 謝凱宇zh_TW
dc.contributor.advisor Hsieh, Kai-Yuen_US
dc.contributor.author (Authors) 劉怡均zh_TW
dc.contributor.author (Authors) Liu, Yi-Chunen_US
dc.creator (作者) 劉怡均zh_TW
dc.creator (作者) Liu, Yi-Chunen_US
dc.date (日期) 2023en_US
dc.date.accessioned 6-Jul-2023 16:54:54 (UTC+8)-
dc.date.available 6-Jul-2023 16:54:54 (UTC+8)-
dc.date.issued (上傳時間) 6-Jul-2023 16:54:54 (UTC+8)-
dc.identifier (Other Identifiers) G0110363084en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/145898-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理研究所(MBA學位學程)zh_TW
dc.description (描述) 110363084zh_TW
dc.description.abstract (摘要) 隨著科技的興起，金融服務變得更加多元及觸手可及，消費者也對於金融業者所提供之服務有更高的期待，冀望能以更便捷的數位科技工具進享受金融服務。有鑒於此，金融業者對於創新科技的需求也隨之上升。除了自行由內部培育相關人才及技術外，金融業者也嘗試以不同之管道進行外部創新資源的獲取。

鑒於過去與新創企業合作達成目標之企業多為跨國公司，個案部門為台灣企業採用之先驅，因此，本研究期望透過個案部門，深入了解台灣本土金融業者與新創企業合作之原因與目標、運行方式以、困難與成效。

個案部門目標為協助內部業務單位進行數位轉型，相較於財務目標的追求，更專注於達成策略目標，且更偏好選擇風險較低之新創企業。另外，本研究也探討個案部門與新創企業合作之整體流程，從內部需求之釐清、外部企業之找尋及最後的雙邊串接。而串接業務單位與新創企業時，責任歸屬的移轉為目前個案部門所遭遇最急迫之困難，也預計於未來盡快進行修正與調整。		zh_TW
dc.description.abstract (摘要) Modern technologies have made financial services more diverse and accessible. Consumers now have higher expectations for these services and hope to access them through more digital means. As a result, there is an increased demand for new financial technologies. While financial institutions are cultivating new technologies and talents internally, they are also seeking external sources of innovation by collaborating with startups.

The anonymous case department in this study is a pioneering example among Taiwanese companies in adopting this practice, as most of the companies that have previously worked with startups are multinational or foreign. This study selects this case department to gain insights into why and how the department chooses to partner with startups, the challenges it faces along the way, and the outcomes it achieves.

The case department helps business units to digitally transform. It prioritizes strategic goals over financial ones, and prefers to work with lower-risk startups. This study also examines the department`s operational procedures, from identifying internal requirements to partnering with external startups. Currently, a significant challenge that requires immediate attention is the transfer of accountability when connecting startups to business units.		en_US
dc.description.tableofcontents 謝辭 I
摘要 II
Abstract III
目錄 IV
第一章 緒論 1
第一節 研究背景與動機 1
第二節 研究問題與目的 3
第三節 研究流程 4
第二章 文獻回顧 5
第一節 企業創投簡介 5
壹、 企業創投簡介 5
貳、 企業創投歷史沿革 6
第二節 企業創投的類型 9
壹、 企業創投的類型 9
貳、 可能面臨的挑戰 12
第三節 企業創投與獨立創投 14
壹、 企業創投可借鏡獨立創投之處 14
貳、 成功案例 16
第四節 Venture Client Model 18
第三章 研究方法 21
第一節 質性研究方法 21
壹、 質性研究特徵 21
貳、 適用情境 22
第二節 個案研究方法 24
壹、 個案研究特徵 24
貳、 資料蒐集 25
第四章 個案研究 29
第一節 個案部門介紹 29
壹、 產業環境 29
貳、 個案部門介紹 30
第二節 內部業務單位與外部新創企業 34
壹、 內部業務單位 34
貳、 外部新創企業 35
第三節 個案部門如何串接內外部 39
壹、 概念性驗證與導入過程 39
貳、 串接前後之責任歸屬 40
參、 過程中遭遇之困難 41
肆、 成功與失敗之案例 42
第四節 未來可能發展與建議 43
壹、 個案部門所提供的價值 43
貳、 個案部門業務模式之優缺點 44
參、 未來可能發展 45
第五章 結論與建議 48
第一節 研究結論 48
第二節 研究限制與後續研究建議 50
參考文獻 52		zh_TW
dc.format.extent 2544636 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0110363084en_US
dc.subject (關鍵詞) 企業創投zh_TW
dc.subject (關鍵詞) 新創企業合作zh_TW
dc.subject (關鍵詞) 金融科技zh_TW
dc.subject (關鍵詞) 數位轉型zh_TW
dc.subject (關鍵詞) Corporate Venturesen_US
dc.subject (關鍵詞) New Venturesen_US
dc.subject (關鍵詞) Fintechen_US
dc.subject (關鍵詞) Digital Transformationen_US
dc.title (題名) 與新創企業合作以促成事業轉型之研究 — 以台灣金融業者為例zh_TW
dc.title (題名) A Study on Collaboration with Startups to Facilitate Business Transformation: The Case of a Taiwanese Financial Companyen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 一、 中文文獻
1. 行政院，2018。金融創新，推升產業競爭力。取自 https://www.ey.gov.tw/Page/5A8A0CB5B41DA11E/35874b8e-2f84-41cb- 8849- d09392d9a5cb。搜尋日期：2023年5月11日。
2. 林秀英，2021/03/21。【全球創投風向掃描】九張圖解讀2021年全球企業創投的新高投資紀錄。FINDIT。取自 https://findit.org.tw/researchPageV2.aspx?pageId=1970。搜尋日期：2023年5 月11日。
3. 施文玲，2006/03/15。質性取向研究理論派典之探析。網路社會學通訊期刊， 第五十二期。
4. 陳碧芬，2021/03/27。金融科技浪潮 業者異業結盟。取自 https://ctee.com.tw/industrynews/financesmanage/433179.html。搜尋日期： 2023年5月8日。
5. 孫一仕、周羣英、林凱雄譯，Brett King. 著，2018。Bank 4.0：金融常在， 銀行不再？。台北：財團法人台灣金融研訓院。
6. 國家發展委員會，2021。六大核心戰略產業推動方案。取自 https://www.ndc.gov.tw/Content_List.aspx?n=9614A7C859796FFA。搜尋 日期：2023年05月10日。
7. 戴玉翔。2022/11/09。阿爾發投顧監理沙盒實驗成功！3000元就能碎股下單全球ETF。取自 https://tw.news.yahoo.com/news/%E9%98%BF%E7%88%BE%E7%99%BC%E 6%8A%95%E9%A1%A7%E7%9B%A3%E7%90%86%E6%B2%99%E7%9B% 92%E5%AF%A6%E9%A9%97%E6%88%90%E5%8A%9F3000%E5%85%83 %E5%B0%B1%E8%83%BD%E7%A2%8E%E8%82%A1%E4%B8%8B%E5% 96%AE%E5%85%A8%E7%90%83etf-125055326.html。搜尋日期：2023年5 月8日。
8. 簡春安，1992。社會工作與質化研究法。當代社會工作學刊，第二期:13-32。
9. iThome，2018。金融科技創新園區FinTechSpace正式開幕！首波進駐37家新創，囊括FinTech七大領域。取自 https://www.ithome.com.tw/news/125951。搜尋日期：2023年5月11 日。

二、 英文文獻
1. Barden, J. Q., Sahaym, A., and Steensma, H. K. (2010). The influence of R&D investment on the use of corporate venture capital: An industry-level analysis. Journal of Business Venturing 25 (4): 376-388.
2. Battistini, B., Baschera, P., and Hacklin, F. (2013). The State of Corporate Venturing: Insights from a Global Study. Research-Technology Management 26 (1): 31-39
3. Block, Z., and Ornati, O. (1987). Compensating Corporate Venture Managers. Journal of Business Venturing 2: 41-51.
4. CB Insights (2022). State of CVC 2021 Report.
5. Chesbrough, H. (2000). Designing Corporate Ventures in the Shadow of Private Venture Capital. California management review 42 (3): 31-49
6. Dushnitsky, G., and Lenox, M. J. (2005). When do firms undertake R&D by investing in new ventures? Strategic Management Journal 26 (10): 947-965
7. Enders, A., Gimmy, G., Kanbach, G., Konig, A., and Stubner, S. (2017, July). What BMW’s Corporate VC Offers That Regular Investors Can’t. Harvard Business Review. Retrieved from https://hbr.org/2017/07/what-bmws-corporate-vc-offers-that-regular-investors-cant
8. Fast, N. (1987). The Rise and Fall of Corporate New Venture Divisions.
Ann Arbor, MI: UMI Research Press.
9. Gorman, M., and Sahlman, W. (1989). What Do Venture Capitalists Do?. Journal of Business Venturing 4: 231-248.
10. Haipeprin, A. (2023, February). What Is Venture Capital?. Business News Daily. Retrieved from https://www.businessnewsdaily.com/4252-venture-capital.html
11. Hofmeister, J., and Olivier, H. (2020). THE NEXT BIG THING TO BOOST YOUR INNOVATION – THE VENTURE CLIENT MODEL. Capgemini. Retrieved from https://www.capgemini.com/insights/expert-perspectives/the-next-big-thing-to-boost-your-innovation-the-venture-client-model/
12. Landström, H. (2007). Pioneers in venture capital research. Handbook of Research on Venture Capital, ed. H. Landström, 3-65. Cheltenham, UK: Edward Elgar.
13. Minshall, T., and Napp, J. J. (2011). Corporate venture capital investments for enhancing innovation: Challenges and solutions. Research-Technology Management 54 (2): 27-36.
14. Ombach, G., (2023). How Venture Client Units Are Revolutionizing Corporate Innovation. Forbes. Retrieved from https://www.forbes.com/sites/forbestechcouncil/2023/03/30/how-venture-client- units-are-revolutionizing-corporate-innovation/?sh=5051f002622c
15. Rind, K. W. (1981). The role of venture capital in corporate development. Strategic Management Journal 2: 169-180.
16. Yin, R. K. (2018). Case Study Research and Applications: Design and Methods (6th ed.). Thousand Oaks, CA: Sage.		zh_TW