News & Press

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.

The engagement will begin with Trellist developing a roadmap to help the company expand its social media footprint globally while optimizing its approach to social listening. A social business playbook, social media policy, community management guidelines, and reporting recommendations are among the resources Trellist is scoped to create.

Trellist will also build dashboards within the Sprinklr social business platform to highlight how the client's content is performing and engaging audiences, which will help inform the success of future social strategies and campaigns. Moreover, Trellist's social media experts will guide the company's employee advocacy efforts on social media, which aim to drive awareness of its products and services through employee amplification.

"We're excited to provide consulting services to optimize this client's social media program," says Gavin Garrison, Senior Partner, Account Management and Consulting, who is overseeing the new business partnership. "With our guidance, I'm confident we can form the foundation for success and make portable our client's legacy of industry leadership into social media."

Along with the specific projects mentioned above, Trellist will work with the firm on a retainer basis to provide on-demand social and digital strategy and support services.

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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