Intersect Investments Gap Analysis

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Kathy M


Date added:

June 25, 2011








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6 / 1598


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Since September 11, 2001, the financial service industry has been in a state of turmoil and has been trying to stay afloat. “The volatile climate has left many financial firms struggling to keep both their clients’ trust and Wall Street’s credibility” (University of Phoenix Scenario, 2008, para 1)...
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Firms have to be one-step ahead of its competitors when it comes to the service and the products offered if they want to be successful. To accomplish this and maintain credibility on Wall Street, the CEO of Intersect Investment Services recognized the need to create a vision: “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” (University of Phoenix Scenario, 2008, para 1)...
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