Project Summaries

Automating Work Tracking for an Engaged Trading Team

Automating Work Tracking for Engaged Trading Team

Project Details


WSFS Bank Global Capital Markets


A large and growing regional bank wanted to improve team collaboration and work organization in their Global Capital Markets Trade Assignment Team


  • Led team in reviewing the trade assignment processes to fully understand the work performed and tools used within the department
  • Developed a new trade tracking platform for improved visibility of trades and performance dashboards, and ability to perform daily reconciliations
  • Developed a fee tracking platform to quickly identify outstanding balances and take immediate action
  • Implemented a daily huddle to improve team engagement and mutual support


  • Team meets daily to discuss the current work and how to address recognized challenges
  • The new trade tracking platform has provided more insight into work volumes, improved assignment fee tracking, streamlined reporting, and encouraged team collaboration

“The effort has proven immensely helpful in improving the reporting capabilities and ability to align the team to sustain a balanced work volume. The improvement in tracking the assignment fees has had an immediate impact on our ability to collect a higher percentage of fees in a timely manner.”

~ Pat Healy, SVP, WSFS Bank Global Capital Markets

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