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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.

"Our job is to get customers excited about what's coming and help them embrace the change," says Neil Dougherty, Practice Area Leader for Marketing Solutions. "We're encouraging that outcome through a rollout strategy that includes targeted communications, ‘right place, right time' touchpoints, and a consistent look and feel across channels."

Trellist-created messaging and design assets will help the client's customers take to heart the convenience and security advantages of the new digital platform. As more and more customers expect flexibility, convenience, and sophisticated digital tools when they bank—especially under the current circumstances—it's crucial that providers bring a benefits-oriented approach to the work of digital transformation.

This is one of many campaigns Trellist has led for financial institutions that help their customers adapt to new technologies, from redesigned websites to the launch of digital payment products.

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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