Project Summaries

Organizational Integration at WSFS Wealth

Organizational Integration at WSFS Wealth

Project Details

Client:

WSFS Bank’s Wealth Division

Opportunity:

WSFS Bank and Bryn Mawr Trust, weaving two strong brands together

Approach:

Engaged leaders in combining the best of both teams

  • Led a thorough Discovery of both teams’ strengths and opportunities
  • Journey-mapped operating models from the client’s perspective
  • Analyzed client segmentation data to reinforce growth opportunities
  • Defined the future organizational design and leadership team in concert with technology, brand, and business strategies

Results:

  • Developed a Client Focused Wealth Team (CFWT) concept to align multiple roles into a cohesive team with the client at the center
  • Retained the acquired brand, “Bryn Mawr Trust, a WSFS Company”
  • Combined two registered investment advisor organizations (RIAs) to form Bryn Mawr Capital Management

“We took a collaborative approach to integrating two truly exceptional teams, bringing together the best of both in an unbiased way for the ultimate benefit of our clients. We are stronger together.”

~ Art Bacci, EVP, Chief Wealth Officer

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