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FINANCIAL INDUSTRY

DRIVING MARKETING PERFORMANCE

Trellist specializes in continuously optimizing marketing programs and digital experiences with a data-first approach that drives performance across the customer account lifecycle.

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What we do

Acquisition

The customer journey has radically changed. Banks are no longer in control of the sales funnel, as prospects can now choose how and when to interact with your brand. A data-driven, omnichannel marketing and social strategy is now table stakes. 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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Onboarding

Acquiring new accounts is essential for growth—but that’s when the real marketing begins. An effective onboarding strategy nurtures new accounts into profitable customers. Reinforcing their product and choreographing enrollment in related services are the keys to starting a healthy relationship. Trellist can help optimize, and even gamify, your onboarding experience.

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Usage

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 has been 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 designing multi-channel campaigns that promote the next best product in your ecosystem throughout the customer lifecycle.

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Loyalty

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 websites and mobile apps for banks, credit unions, and fintechs.

Let's Talk

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

View Case StudyLet's Talk

Acquiring new accounts is essential for growth—but that’s when the real marketing begins. An effective onboarding strategy nurtures new accounts into profitable customers. Reinforcing their product and choreographing enrollment in related services are the keys to starting a healthy relationship. Trellist can help optimize, and even gamify, your onboarding experience.

View Case StudyLet's Talk

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.

Let's Talk

Optimal lifetime value is driven largely by cross-sell success. At a certain point, customer trust has been 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 designing multi-channel campaigns that promote the next best product in your ecosystem throughout the customer lifecycle.

Let's Talk

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 websites and mobile apps for banks, credit unions, and fintechs.

Let's Talk

Why work with us

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 to us. From retail banking products and wealth management, to related services and platforms, our work touches millions of households every month. With this experience, clients think of us as partners and an extension of their marketing team.

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

A senior Strategic Business Consultant for some of our largest clients, Maria builds dynamic teams that produce effective brand marketing and communication strategies within the Manufacturing & B2B industry. With over 15 years of industry experience, her account leadership continues to help Trellist’s enterprise clients achieve lasting success.

Vendor Partnerships

Trellist partners with firms that offer an extension of our services for sustainable and cost appropriate solutions.

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