Gap Analysis: Intersect Investments

Essay by broham112University, Master'sB+, April 2010

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Gap Analysis: Intersect Investments

Angela Browder

University of Phoenix


Gap Analysis: Intersect Investments

Intersect Investment external force has brought upon such impact they have to retool the way they are conducting business. In the areas of global competition has dramatically increased, technology has advance with startling breakthroughs, and response for greater corporate ethics are forcing companies to adjust the way they are doing business(Kreitner & Kinicki, 2004). Over the next twelve months, Intersect Investment wants to transform their company image to reflect as a trusted advisor to its clients. By offering an array of financial services, Intersect sees this as a way to building lasting relationships with their clients. This can be difficult with the sales team showing resistance to change because of their belief in their current sales approach is working. In order to realize the improved vision is by identify the gap between where they are and where they would like to be.

Situation Analysis

Issue and Opportunity Identification

According to expectancy theory, people are motivated to behave in ways that produce desired combinations of expected outcomes. The sales team at Intersect has been conducting business the same way for many years and producing positive outcome. However, that way of business is no longer producing the desired outcome.

Intersect Investment has a new vision to 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. To realize this transformational change, Intersect hired Janet Angelo who is familiar with the customer intimacy model and has implemented the model for other companies. In the past Janet has had three years to...