WSFS Bank Creates Compliance-Ready Content Engine With Lytho

In Brief

Managing creative operations at a financial institution comes with unique challenges — from complex regulatory environments to multi-brand oversight and a constant flow of review cycles. That was the reality facing WSFS Bank, where Assistant Vice President and Creative Services Manager Howard Schwartz joined a high-performing team in need of structure.

Although Howard wasn’t involved in the initial selection of Lytho, he quickly became one of its biggest champions.

“Lytho was selected before I joined, and honestly, I probably would’ve gone with a tool I was already familiar with. I’m so glad I didn’t have that opportunity because now I can’t imagine not having Lytho.”

Feedback Everywhere, Accountability Nowhere

Before Lytho, the WSFS creative team had no visibility into who had reviewed what, and no reliable way to ensure compliance had been looped in. “There was no auditing, there was no accountability,” Howard explained. “It was all done through email. So, you know, things would just get lost.”

This lack of structure resulted in time-consuming delays. The team spent more time tracking down approvals than producing creative work, and in a regulated industry like banking, those delays created risk.

Why it matters: Reviews weren’t just chaotic, they were costly. With multiple stakeholders involved in every project, inefficiencies added up quickly and often impacted timelines and compliance readiness.

The Solution: Streamlined Review, Smarter Stakeholders

Enter Lytho. With online proofing in place, Howard and his team centralized their review process and created structured review phases tailored to WSFS’s complex needs.

“We use different proofs for different phases — marketing, subject matter experts, and then a whole separate proof for compliance,” Howard shared. “And we tag people only on the pieces they need to review. We’re not wasting their time anymore.”

This structure not only improved clarity but also significantly reduced review fatigue and accelerated timelines. Even more transformative was how the compliance team began using Lytho independently to support audit preparation.

“Our compliance team used to rely on us to prep audits. Now, they do it all in Lytho….The Lytho review process and audit process has become our top shareholder-level tool of standard for auditing the bank and our creative assets,” Howard shared.

Why it matters: Lytho didn’t just streamline review — it became core infrastructure. In highly regulated industries, the ability to audit content and approvals at any moment is a critical need. Lytho ensures content governance and elevates creative operations to a strategic function.

Measuring What Matters

Howard doesn’t just manage creative projects, he’s deeply focused on proving value. With Lytho, he started tracking rounds of revision, review timelines, and stakeholder responsiveness. “We track the number of revisions in a proof review. We try to keep it around 2 to 3 revisions,” he noted. “That’s actually built into my team’s performance goals.”

Howard also worked with leadership to connect creative performance to financial outcomes.

“We link that data to profits and losses for each effort. We track time, hours, costs — it’s all tied to our review process,” he said.

This level of transparency doesn’t just check compliance boxes, it saves the creative team hours of back-and-forth and positions them as a strategic, trusted partner.

Why it matters: For creative, it means less time chasing approvals and more time creating. For the organization, it means confidently standing behind every campaign, knowing there’s a clear audit trail and data to support decisions. It’s the kind of operational rigor that earns executive trust and boardroom credibility.

From Reactive to ROI-Focused

With Lytho, the WSFS creative team transitioned from a reactive, email-based workflow to a proactive system that enables full visibility and confidence across stakeholders.

“That data is really going to help you create those business cases,” Howard said. “It just tells you everything.”

He credits Lytho for providing the structure his team needed to succeed at scale.

“If you stay with the process, I will die on that hill for you,” he said. “Lytho gives us the structure to stay in it — and that’s everything.”

In Conclusion: This is what creative operations should look like in a data-driven, regulated environment — streamlined, strategic, and audit-ready. Lytho has become the backbone of WSFS Bank’s content engine, delivering results across both creative and compliance priorities.