Gap Analysis: Intersect Investments

Introduction
Since September 11, 2001, the financial service industry has been taking a beating and has been trying to staying afloat. Firms have to be one-step ahead of its competitors when it comes to products and services 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”. An organizational change is necessary for the company to reach its goals and the success will only happen when the company overcomes the obstacles, which it faces that change brings with it.
Intersect Investment Services enlisted the talents of Janet Angelo for her expertise in implementing a “customer intimacy” approach previously at......

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Title: Intersect Investment Gap Analysis Template
Approximate Word Count: 2097
Approximate Pages: 9 (250 words per double-spaced page)

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