Intersect Investments

Problem Solution: Intersect Investments
Today’s business is growing fast and changing rapidly. Tragedies like September 11th 2001 have left many businesses in a constant state of change and uncertainty. This unpredictable environment has left Intersect Investments as well as many other financial firms struggling to maintain and retain their client’s trust and Wall Street’s credibility. There were times where Intersect Investment Company barely survived the winds of the economical chaos. Finally, the CEO of the company has decided to realize a drastic shift in strategy and initiated the first moves towards the implementation of this major change.

Situation Analysis
Issue and Opportunity Identification
Intersect Investment Company is an investment company that has been around for more than a quarter century. Its CEO Frank Jeffers has successfully led the company through several restructuring efforts involving strategy and focus changes.
The September 11th incident has changed the economy and has brought the financial service industry to a constant state of flux, where nothing is ever certain and things are always chaotic. Like many other financial companies, the volatile climate has left Intersect Investment Company struggling. They are constantly under pressure to keep their clients’ trust as well as Wall Street’s credibility.
Frank Jeffers has become aware of those difficulties, especially the issue of keeping a balance between profitability and building a trusting relationship with the company’s clients. Both, overcoming theses difficulties and bringing the company back to an acceptable profitability status have motivated him to lead the company in a different direction.
In order to implement this change of customer relationship from traditional sales to a customer intimacy relationship model, Frank has replaced his existing Executive Vice President of Marketing and Sales with his new hire Janet Angelo. She was hired for her expertise in successfully...