Streamlining Administrative Tasks with AI-Powered Automations
The McGill Students’ Trading Society (MSTS) is one of the largest and fastest-growing finance societies at McGill University. The club seeks to promote advanced knowledge of financial markets on campus and connect ambitious students with industry-leading firms.
Managing Registrations and Event Data at Scale
With significant student interest in trading over the past few years, the MSTS has seen its membership base grow rapidly to over 600 members across faculties. To manage this growth, the MSTS required automated solutions to increase the efficiency of handling of administrative work.​
Their demand for seamless automation became even more pressing during their Fall 2024 stock trading competition, a high-profile event sponsored by the Ontario Teachers’ Pension Plan, with over 100 participants.
AI-Driven Automation from Collingwood Automations
The MSTS partnered with Collingwood to implement AI-powered solutions that would automate member registration and streamline data management for their stock trading competition. With our system:
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New members could register seamlessly through an online form that instantly integrated with the MSTS mailing list, ensuring all members received timely updates.
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For the trading competition, our team built a custom automation that registered participants upon sign-up and continuously tracked each individual’s performance, allowing MSTS leaders to have up-to-date data at their fingertips.
An Efficient and Organized Club Experience
The results of implementing our member onboarding system had an immediate impact:
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The automated member registration process reduced manual data entry by 100%, ensuring that new members received updates without delay and freeing up valuable time for club leaders.
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The automation implemented for the stock trading competition and other events significantly enhanced the club’s ability to manage events and engage with participants through personalized communication.
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With streamlined communication, the MSTS could focus on value-added activities and opportunities for growth.
“Collingwood helped us find efficiencies in handling the administration of the club, which freed up time to focus on planning events and engaging with members. This was particularly important as we grew our membership base and expanded our presence on campus.” – MSTS Co-President
Empowering the MSTS to Scale with AI Automation
Looking ahead, the MSTS plans to leverage Collingwood Automations for future events and ongoing member management. The club is confident that our automated solutions will scale with their needs as the club continues to grow.
With the help of Collingwood Automations, the MSTS is equipped with reliable automated solutions that simplify their operations, allowing them to focus on their mission of fostering financial literacy and professional development at McGill.