Submitted by siv1019 on March 8, 2008

• Category: Business
• Words: 4401
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Intersect Investments

Problem Solution: Intersect Investments
After September 11, 2001, the financial service market has become very volatile leading to client uncertainty and lack of trust from Wall Street. In this new market, investment firms need to offer a wide range of products and trusted financial advice. Intersect Investment has struggled to survive over the past four years and resisted making drastic strategic changes. Customer satisfaction and sales have decreased and satisfied long-term employees have become frustrated with the lack of clear sales goals.
Frank Jeffers, Intersect’s CEO, has created a new vision of offering a broad set of new products and using a model of customer...

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