Case study · Financial

250+ personalization activities in a year from an embedded Adobe Target team

How Trellist embedded a senior Adobe Target team with a top global asset management firm, delivering more than 250 customization activities in 12 months without the cost of permanent staff.

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Client: Top global asset management firm
Industry: Financial
Services: Customer Experience & Personalization Personalization Testing & Optimization
Platforms: Adobe Target

The challenge

Our client wanted timely, localized, highly relevant web experiences that showed prospects and customers it knew them. Delivering that at scale takes a dedicated Adobe Target team.

Building a permanent team meant cost, hiring delays, and other headaches the firm could not justify. The work also had to happen inside a highly secure environment.

What we did

Trellist provided an offsite staffing and expertise solution: an account lead, a project lead, and three senior Adobe certified developers.

Requests from marketing. The team accepted customization requests directly from the client's internal marketing group.
Target configuration. We configured each activity in Adobe Target, including audience, location, timing, and frequency.
Content loaded and tested. Supporting content was loaded and tested before anything went live.
Deployment. Trellist deployed the content onto the client's website.
Leadership consulting. We advised the client's leadership on how to use the tool, organize resources, and build the program for future success.

The impact, measured

Trellist implemented more than 250 customization activities over 12 months, delivering tailored experiences and higher engagement.

250+

Customization activities

Implemented over a 12-month span

Senior Adobe certified developers

Plus an account lead and a project lead

Advanced, measurable experiences through A/B testing, automated personalization, and experience targeting.
AI-powered personalization using the capabilities available through Adobe Sensei.
Expertise on demand without the cost and delays of permanent staff.
A program built to last with leadership guidance on resources and structure.

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