Personalization is most effective when every customer interaction builds on the last. For this global asset manager, Trellist leveraged nearly two decades of Adobe Experience Cloud expertise to create a seamless, data-driven experience for returning investors.
The Situation
As an 18-year partner, Trellist has become deeply embedded in this global asset manager's Adobe Experience Cloud ecosystem. That long-standing relationship positioned Trellist as the natural team to take personalization a step further.
The client wanted to ensure continuity for returning investors: consistent messaging, offers, and experience based on what a user had seen or done on their last visit. Achieving that meant going beyond Target alone — customer data and computed attributes were extracted directly from the client's Adobe Experience Platform (AEP) instance and injected into the AEM page template to support the personalization experiment.
This kind of cross-platform orchestration — pulling identity and behavioral data from AEP and operationalizing it in Target — requires exactly the integrated Adobe Experience Cloud fluency Trellist has built over nearly two decades with this client.
The Solution
- Extracted profile attributes and behavioral data from the client's AEP instance to power a true last-visit personalization model
- Designed and built a customized Adobe Target experiment governing visit-count rules, impression logic, and results tracking
- Applied cross-platform Adobe Experience Cloud knowledge — spanning Target, AEP, AEM, and Analytics — to ensure data flowed cleanly between systems
- Combined senior platform expertise with hands-on technical execution to deliver a solution tailored to the client's continuity goals
- Drew on 18 years of platform history with the client to implement efficiently, with minimal ramp-up
The Impact
- Delivered consistent messaging and offers for returning investors based on their last visit — strengthening continuity across the user journey
- Increased ROI on the client's broader martech investment by maximizing the value of data already captured in AEP
- Gave the marketing team maximum flexibility to run sophisticated personalization experiments without the cost of additional full-time headcount
- Reinforced Trellist's role as the go-to full-stack Adobe Experience Cloud partner across Target, AEM, and AEP
- Established a reusable cross-platform pattern the client can apply to future personalization use cases
A Continuing Partnership
This initiative builds on a track record spanning 50+ Target activities in a single year and a secure site redesign — each engagement deepening Trellist's command of how the client's Adobe stack works together.
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