Intersect Investment Situational Analysis

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Situation Analysis and Problem Statement

The following paper will discuss the situational background of Intersect Investment Services, a financial company who's CEO has identified a new vision: to "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." (UoP, 2006). Issues and opportunities associated with the organization transformation will be stated as well as stakeholders and their ethical dilemma's dealing with the change. After which, a problem statement will be given as well as end-state goals for the company.

Situation Background (Step 1)

Intersect has felt the woes plaguing the financial services market since the events of September 11, 2001. During the past four years, Intersect has refused to make any strategic shifts, hoping their past way of doing business would continue to help the company survive. However, with other companies now offering an ever-expanding array of up-to-the-minute products coupled with expert advice, Intersect CEO Frank Jeffers has determined that it is time to change.

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