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Banking Industry

Performance Marketing Services

Get results across the full customer lifecycle.


The customer journey has radically changed. Banks are no longer in control of the sales funnel as prospects choose how and when to interact with your brand. A data-driven, omni-channel marketing strategy is now table stakes including social media. You need an agency partner that can help effectively address prospective customers with highly relevant, personalized creative to drive new accounts.

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Acquiring new accounts is essential for growth. But this is when the real marketing begins. An effective onboarding strategy nurtures new accounts into profitable customers. Reinforcing their product along with choreographing enrollment in related services are key to starting a healthy relationship. Trellist can help optimize and even gamify your onboarding experience.

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Account usage and deepening is a key stage for many retail banking products. By now, behavioral data is available to inform your personalization strategy. Signals gleaned from account activity can be leveraged to address your constituents on a 1-to-1 basis. We can assist with a segmentation strategy and triggered, multi-variate programs designed to optimize your existing customer marketing.

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Cross Sell

Optimal lifetime value is driven largely by cross-sell success. At a certain point, customer trust is earned and the stage is set to promote new products and services. By leveraging internal and external data sources, banks can achieve a single view of the customer. We can help by with multi-channel campaigns that promote the next best product throughout your ecosystem.

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Customer loyalty is challenging in a hyper-competitive industry where customers are transient. You need to monitor behavior, spot signals of attrition and intervene before it’s too late. It’s also vital to reward customers with superior experiences that make financial management easy. Trellist specializes in loyalty programs and developing online banking websites and mobile apps for banks, credit unions and fintechs.

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In a word, experience. We’ve spent over 15 years serving financial institutions here at Trellist. And many of our leaders hail from your industry. So, driving marketing performance across the customer account lifecycle comes naturally. From retail banking products and wealth management to related services and platforms - our work touches millions of households every month. Because of this experience, clients think of us as partners and an extension of their marketing teams.

Holly Lee

Strategic Leadership | Marketing & Communications

After tenures with some of the world's leading advertising agencies, Holly joined Trellist as a Strategic Consultant and now leads marketing communications strategy and execution across all clients, acting as chief author and guardian of brand voice and messaging.
Gavin Garrison

Partner | Consulting & Account Services

Responsible for marketing strategies that touch millions of customers worldwide every year, Gavin is on the forefront of fintech innovation and oversees activities related to Trellist's financial services client base. 
Maria Gunther

Partner | Consulting & Account Services

With a diverse professional background, including television production experience in Europe, Maria is a distinguished Strategic Consultant who brings the ideal balance of right brain creativity and left brain analysis together to help Trellist's enterprise clients achieve lasting success.

Our Services


  • Marketing
  • Customer Experience
  • Social Business Strategy


  • Social Media Monitoring & Platform Management
  • User Experience Strategy
  • Journey Mapping
  • Usability Testing


  • Staffing Services
  • Divisional Staffing
  • Screening, Testing
  • Outsourced Recruting
  • Vendor Management


  • Front End (CSS, HTML)
  • Mobile Development
  • Application Architecture & Programming
  • Back End Development
  • Data Analytics & Visualization
  • CMS
  • IT


  • Market Research
  • Brand Development
  • Campaign Strategy
  • Media Planning
  • Multi-Channel Campaigns
  • Copywriting
  • Creative Design
  • Split Testing
  • Video


Case Study Sharepoint Microsoft
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