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Essay Details:
Essay text:
In the past four years Intersect Investment Services has barely managed to survive but has resisted making any drastic changes. Now it is evident that the organization must make sweeping changes in the way it interacts with its customers if it is to be competitive and regain the company’s standing in the financial services industry.
Situation Analysis
Issue and Opportunity Identification
Intersect Investments has found the business declining in the last five years. CEO Frank Jeffers has identified a new vision to provide a broad set of services and products to customers using a customer intimacy model that will build long-term relationships based on trust and value to the customer...
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