A top U.S. asset management firm set out to launch a major redesign of its authenticated secure site, a complex, multi-team initiative with a hard launch date and no room for sequential handoffs between UX, development, and QA.
The Situation
The client needed a partner who could coordinate independently across three internal teams, provide daily status reporting, and keep Adobe projects on track without disrupting the broader program. Trellist stepped in as the embedded technical partner, providing senior front-end development expertise alongside deep Adobe Target knowledge.
Hypothesis
By creating a streamlined preview of the new secure site experience with a clear, intuitive opt-in toggle, users would be more likely to engage because transparency and ease of control build trust and reduce friction.
Platforms Used
Adobe Target, Adobe Experience Manager (AEM), Adobe Launch, Jira
The Solution
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Coordinated independently across three client teams. Reporting daily so the project manager could stay focused on broader objectives
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Developed the public-facing Coming Soon page with the client's UX team, embedding a Micro Frontend (MFE) via Adobe Target
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Built a thumb survey into the Target page variation to capture qualitative user feedback
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Created a phased rollout toggle in Adobe Target. Enabling audience-controlled activation of the redesign for all Investor clients
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Oversaw QA and ensured accessibility standards were met throughout
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Ensured seamless integration between public-facing and authenticated environments
The Impact
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Launched the Coming Soon page on time, a major milestone in the broader secure site rollout
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Enabled a phased rollout approach the client could not have achieved without Trellist's coordination and technical execution
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Delivered engagement insights through A/B testing, experience targeting, and embedded qualitative feedback
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Established a scalable personalization infrastructure for future secure site improvements
Services involved
Customer Experience & Personalization · Development · Financial Services
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