End-State Goals, evaluation of alternatives and a recommendation for a plan will be discussed evaluating the results using metrics and targets. Situation Background The events of September 11, 2001 have created a volatile climate for the financial service industry and many firms are facing problems keeping client’s trust and Wall Street’s credibility In order to succeed, investment companies have been inclined to offer new products and expert advice...
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In the last four years Intersect Investments has only managed to survive; yet they failed to make drastic changes strategically. A new vision was finally identified by Intersect CEO Frank Jeffers a year ago: “Provide a broad set of products and services to consumer and small business customers using a model of customer intimacy that will build long term relationships based on trust and value to the customer...
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Gap Analysis: Intersect Investments This issue has caused Intersect Investments to reconsider their marketing plan. They need to determine a way to develop customer intimacy. Intersect Investments has the opportunity to offer customers an array of products with expert advise...	6 / 1606
Intersect Investments Gap Analysis “External forces for change originate outside the organization. Because these forces have global effects, they may cause an organization to question the essence of what business it is in and the process by which products and services are produced” (Kinicki & Kreitner, 2004, p...	6 / 1579
Intersect Investments Problem Solution (Intersect scenario paragraph 2, 2007 University of Phoenix). In the past four years the company barley managed to survive, but resisted making a drastic, strategic change...	13 / 3374
Gap Analysis: Intersect Investments Due to these circumstances, financial service providers have been forced to change their business approach in numerous ways. These changes include changes in the products they offer as well as changing the way they conduct business with their customers...	7 / 1758