News & Press

Online Broker Invests in Trellist’s Services


Marketing-based education simplifies investment options for users. 

A top online broker tapped Trellist to help individual investors better understand the flexible trading options available through the broker’s website. Trellist is developing a video-based educational tool that uses engaging graphics and intuitive analogies to reinforce the value of the broker’s services while educating existing and prospective customers about the available trading features. The goal is to empower the broker’s constituents with the best methods for effective investing from mid-term goals to retirement. The video is scheduled to launch in the first quarter of 2014.

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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