Intersect Investment Services: A Case Analysis
Approx. Words: 675 - Pages: 3 Add to cart Price $32.85
...Services has been struggling since September 11, 2001 to gain and sustain their clients’ trust and credibility with Wall Street. The new chaotic climate of the financial services industry demands that investment companies must offer a vast selection of up-to-the-minute products which are coupled with expert advice.
Intersect Investment Services has been struggling for the past four years, but the CEO Frank Jeffers decided a year ago that it was time for innovative, progressive change. To achieve the new vision formulated by Jeffers, the company will need to undergo revolutionary organizational change, especially in the sales department. Jeffers feels so strong about making these necessary changes that he has replaced the Executive Vice President of Marketing and Sales, because he did not support the new philosophy.
The new EVP of Marketing and Sales, Janet Angelo, has twelve months to move Intersect Investment Services from a company which has relied on traditional-selling to a company...
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