Problem Solution - Intersect Investment Services

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Problem Solution: Intersect Investment Services

Intersect Investment Services experienced financial difficulties after September 11, 2001, and have struggled over the years to the meet company goals and keep up with the demands of their customers. Even with the evidence of their financial difficulties, Intersect Investment Services has taken very little step to correcting this problem. In addition, Intersect Investment is losing employees because they no longer feel the company is going in the right direction. Intersect Investment must ensure that everyone understands the goals of the organization, where they hope to be in the future and what each and everyone roles and responsibilities are moving forward.

Situation Background (Step 1)

Intersect Investment is looking to take the organization to the next level to be competitive in the financial industry. Intersect as many issues that they need to address before they can move forward. The CEO Frank Jeffers created a new vision focusing on its customers and has started to strategize how to implement a new customer intimacy model to accomplish those goals.

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