Helping users discover the right content at the right time is essential to creating engaging digital experiences. For this global asset manager, Trellist transformed a static investor education library into a personalized content journey by connecting Adobe Experience Manager with Adobe Target.
The Situation
This global asset manager had built a rich library of investor education content — articles spanning retirement planning, college savings, emergency funds, and investing fundamentals. The challenge was that the content experience felt static. Investors who read one article were left to sort through an unfiltered list to find what to read next.
The client's education team recognized the opportunity: readers were already demonstrating clear patterns of interest. That behavioral data, if put to work, could power a recommendations engine that surfaced contextually relevant content automatically.
The technical path was not straightforward. The article experience lived inside a custom AEM component, but a save-feature constraint made AEM unsuitable as the delivery layer. What was needed was a cross-platform solution bridging AEM content with Adobe Target — precisely the kind of problem Trellist is built to solve.
The Situation
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Partnered with the client's education team to extract and analyze article readership data, identifying behavioral patterns and cross-topic interest signals
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Assessed the existing AEM custom component architecture and identified the save-feature constraint — preventing a costly technical misstep
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Designed an alternative architecture using Adobe Target as the injection layer, leveraging Velocity syntax to dynamically serve recommended articles on the current page
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Built and deployed the 'Articles You Might Like' zone at the bottom of every article page, surfacing contextually relevant recommendations based on real readership data
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Bridged AEM content and Target delivery cleanly, ensuring the solution fit naturally within the existing content ecosystem
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Delivered a full-stack solution requiring no new platform investment — maximizing value from tools the client already owned
The Impact
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Transformed a passive content library into a personalized reading experience with automatic, behavior-driven recommendations
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Elevated investor engagement by replacing manual topic browsing with intelligent content suggestions
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Demonstrated Adobe Target's versatility as a dynamic content delivery engine within an AEM-hosted environment
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Continued a pattern of rapid, high-value delivery: assessed constraints, identified the right path, and executed without scope creep
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Further deepened Trellist's role as the trusted Adobe Experience Cloud consulting partner for this client
Platformss Used: Adobe Target, Adobe Experience Manager (AEM), Adobe Experience Cloud
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