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Intersect Investments Gap Analysis

Running head: GAP ANALYSIS: INTERSECT INVESTMENTS

Gap Analysis: Intersect Investments
University of Phoenix

Gap Analysis: Intersect Investments
“The Financial Services Industry is a dynamic and fast moving environment that is highly demanding and is continually pushing the boundaries to increase productivity and improve workflow to make better and faster decisions” (Microsoft, 2008, para 1). Since September 11, 2001, the financial service industry has been in a state of turmoil and has been trying to stay afloat. “The volatile climate has left many financial firms struggling to keep both their clients’ trust and Wall Street’s credibility” (University of Phoenix Scenario, 2008, para 1). Firms have to be one-step ahead of its competitors when it comes to the service and the products offered if they want to be successful. To accomplish this and maintain credibility on Wall Street, the CEO of Intersect Investment Services recognized the need to create a vision: “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” (University of Phoenix Scenario, 2008, para 1). An organizational change is necessary for Intersect Investment to reach its goals and implement its vision. This vision will not only improve Intersect Investment’s brand image and begin establishing long-term customer relationships, it will also re-establish trust within Wall Street.
In this analysis I will focus on identifying the problems and opportunities facing Intersect Investment, I will also discuss the stakeholders’ ethical dilemmas that have surfaced in response to the new plan and Intersect Investment end state vision. This analysis will also include a detailed gap analysis regarding the company’s current and future position in the financial services industry.
Situation Analysis
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