Gap Analysis: Intersect Investments
University of Phoenix



Gap Analysis: Intersect Investments
Intersect Investment is a financial services company standing at a crossroad. It must change its image and regain the trust of its customers, while building legitimate credibility with Wall Street investors. Failure to achieve this in this highly competitive industry will surely mean the demise of the organization. Chief Executive Officer (CEO) Frank Jeffers has a vision of change for the future of his company. This revolutionary change will basically put the customer and their needs first. The days of “moving and shaking” are in the past. Jeffers wants to focus his organization on building long-term relationships and trust with the customers through a model of customer intimacy. The premise behind this new strategy is that customers who trust their financial advisor will do more business with that advisor. All employees at Intersect Investment—from the CEO to the mail......

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Title: Intersect Investments Gap Analysis
Approximate Word Count: 1558
Approximate Pages: 7 (250 words per double-spaced page)

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