The challenge
Trellist has worked inside this global asset manager's Adobe Experience Cloud ecosystem for 18 years. The client's next goal was continuity: returning investors should see consistent messaging, offers, and experiences based on what they saw or did on their last visit.
Adobe Target alone could not deliver that. The experiment needed customer data and computed attributes from the client's Adobe Experience Platform instance, injected into the AEM page template so Target could act on them.
What we did
Trellist designed the cross-platform data flow and built the personalization experiment end to end.
- Data from AEP. We extracted profile attributes and behavioral data from the client's AEP instance to power a true last-visit personalization model.
- A custom Target experiment. Trellist built an Adobe Target experiment that governs visit-count rules, impression logic, and results tracking.
- Clean data flow. Our working knowledge of Target, AEP, AEM, and Analytics kept data moving cleanly between systems.
- Senior hands on the build. Senior platform expertise paired with hands-on technical execution shaped the solution around the client's continuity goals.
- Minimal ramp-up. Eighteen years of platform history with the client let the team implement efficiently from the start.