Financial Services Industry
The financial services industry has long been at the forefront of customer relationship
management, one of the first industries to do so. Even so, there are plenty of opportunities
to build new customer relationships and capture more value from existing ones.
Financial services are one of Trellist’s historical strengths. The partnerships
that we’ve built with our clients touch 1 out of every 2 households in the
U.S. In the past two years, our campaigns have generated millions of impressions
and impacted transactions worth billions of dollars to financial institutions across
the country. This was possible in part because Trellist industry consultants have
the history and the know-how, and also because we offer a better way to work.
With both strategic consulting and design and development services, we leverage
our experience in banking to creatively apply marketing and technology solutions.
This innovative mix produces compelling design work that integrates online and offline
marketing and results in smart applications that produce measurable (A/B tested)
results.
As business consultants with a strong financial background, we’re able to
work effectively inside complex institutions and multi-national banks because we
already understand the landscape. We’re familiar with consumers, regulatory
environments, organizational challenges that financial institutions face, and ways
to work with all parts of the organization, especially the internal agency.
Trellist supports financial institutions in four practice areas:
