News & Press

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.

This engagement will include developing more than 50 emails for deployment via the new platform and entails a broad range of services, from brand strategy to technical execution.

"It's really about establishing a core set of emails to ensure marketing continuity for the client and continuously improving from there," explains Gavin Garrison, Financial Services Account Lead. "We're developing these 50 emails to be ported to HubSpot but also we're rebranding and setting up a system to create new emails with a more automated delivery program."

Platform-based services such as HubSpot and Marketo are enabling more marketing opportunities than ever, and Trellist is helping clients move in the direction of these services.

"Being able to play a consulting role in these platforms is a great blueprint for continuing the trend of providing services related to the evolving MarTech stack," says Garrison.

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. 

ModalConfirm - Thanks for contacting Trellist! We will get back to you soon. Loading animation


Let us know the challenges your business is facing, so we can discuss solutions to help you reach your goals. Fill out the form below to start the conversation.

To see career opportunities, apply for a job, or submit your resume, visit our Careers section.


The Captcha needs to be completed successfully


Your information has been processed and will be reviewed by a Trellist Associate.