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News & Press

Aug 16, 2021

Trellist Becomes Strategic Agency for Innovative Financial Services Company

Trellist is excited to announce that we have become the strategic agency for an innovative fintech company that is backed by some of the largest names in the financial services industry. The client provides a cash management account that combines banking, saving, and investing into a single financial product, which it develops and brands for partners (asset managers, wealth advisors, and organizations) to offer to their clients and members. Full Story
May 18, 2021

Trellist Lands Engagement with New Financial Services Client

Trellist is pleased to announce that we have partnered with a new financial services client to help transition their marketing automation to a new platform. Our initial effort will include facilitating the company's migration to HubSpot for email broadcasts. Full Story
Nov 24, 2020

Trellist Partners With Another Leading Global Financial Industry Client

Trellist Marketing Technology is pleased to announce that it has added another Fortune 500 company to its growing roster of financial services clients. With more than $700 billion in assets under management, the new client provides insurance and investment products to customers in more than 25 countries and territories worldwide. Full Story
Nov 13, 2020

Trellist Expands Geographic Footprint with New Office in West Chester, Pennsylvania

Trellist Marketing and Technology has announced plans to open a new office in West Chester, Pennsylvania. The 5,300-square-foot facility, located at 44 West Gay Street in the city’s historic downtown district, will serve as a flexible hub with dedicated, shared, and reserved work spaces. Full Story
Oct 14, 2020

Trellist Celebrates 25 Years of Empowering Client Success

Trellist Marketing and Technology, a Wilmington, Delaware-based provider of performance-driven marketing and technology solutions, marks 25 years in business this month. Founded in 1995 with the vision of providing intelligent solutions through innovation and collaboration, Trellist has maintained decades-long partnerships with many of its clients, including regional businesses and Fortune 500 organizations, spanning industries from healthcare and financial services to manufacturing and motorsports. Full Story
Sep 30, 2020

Trellist Establishes Partnership with Fast-Growing Credit Union

Trellist is pleased to announce that it has initiated a digital marketing engagement with a growing credit union in the Mid-Atlantic region. Trellist will provide full-service channel strategy, design, development, and execution services for an acquisition campaign to supporting the credit union's revamped credit card offerings. Full Story
Sep 29, 2020

Trellist to Help Launch Banking Platform with "Right Place, Right Time" Communications Strategy

Trellist has engaged with a super-regional bank to support the launch of its new business banking platform. In collaboration with the client's internal teams, Trellist will develop user guides, emails, landing pages, banners, and other digital enhancements that will ensure the bank's commercial customers understand the benefits of the new platform and transition to it effortlessly. Full Story
Aug 12, 2016

Social Business Lands Innovative Student Loan Company

An innovative student loan company has selected Trellist to provide social media strategy and execution to enhance its marketing efforts. Full Story
Jul 03, 2014

Trellist Develops and Executes Multi-Channel Marketing Campaigns for Mid-Size Financial Institutions

Trellist is currently managing strategic consulting engagements with a number of growing financial services institutions, concentrating on traditional and digital marketing strategy and multi-channel campaign implementation. Full Story
Apr 21, 2014

Trellist Establishes New Relationship with Financial Institution

Trellist is currently developing a multi-channel campaign for a new client, a full-service financial institution, to market several of the client’s innovative mortgage products. Full Story

About Trellist

Trellist is a professional services firm delivering performance-driven business solutions that are flexible, innovative, and optimized to maximize efficiency and return. The firm consults on, and integrates, data with marketing, design, technology, and digital services for clients at the global, national, and regional level. Trellist utilizes a unique approach to business—from the firm's employee-shared structure, to how it partners with its clients. 

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