News & Press

Trellist Redesigning Web Portal for Financial Client’s Existing Customer Marketing

A large Fortune 500 financial services enterprise has retained Trellist to redesign a web portal used in its existing customer marketing (ECM) campaigns targeting millions of customers. The portal facilitates engagement across various product lifecycle strategies including onboarding, activation, usage, fulfillment, enrichment, retention, and cross-selling. Through the life of the project, Trellist will drive user experience enhancements, support expanded A/B testing, integrate better list building capabilities, create engaging campaign-level content, develop confirmation emails, and provide all CSS/HTML development.

The redesign will benefit from Trellist's "mobile first" mindset toward web design, including an innovative "responsive" approach to ensure optimum performance across varying mobile and tablet devices. The client chose Trellist for the portal redesign based on an existing relationship that includes previous redesigns of web properties and extensive involvement with the client's multi-channel direct response campaigns involving the portal.

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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