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Trellist Marketing | TechnologyPersado

Compliant campaigns, in market faster and for less

Persado generates your campaign assets inside your legal, brand and compliance requirements. Trellist runs the review, production and launch. Financial services teams reach market sooner and spend less getting there.

  • 30%lower agency spend
  • 50%less legal review time
  • 30years in financial services
Your savings at a glance
$795,000

a year in delivery savings

$3.98m over five years, at $53,000 a campaign and a 30% reduction

Who are you solving for? Choose one

What changes

One partner from brief to launch

Pick who you're solving for above and this plan changes to match.

Start with one campaign
  1. 1

    Brief once

    Your brief goes in with the legal, brand and compliance requirements that apply to it.

  2. 2

    Generated inside the guardrails

    Persado produces email, web and social assets within those requirements.

  3. 3

    One review round

    Trellist routes every asset to your reviewers and merges their feedback into one round of revisions.

  4. 4

    Built, tested, launched

    Production, quality assurance and distribution stay with the same team.

The partnership

Compliant AI content, delivered by a team that knows financial services

Full-service delivery

30yearsof campaign delivery for banks and credit unions, since 1995
  • Briefs, strategy and creative direction
  • Legal, compliance and brand review, routed and consolidated
  • Production, testing and quality assurance
  • Launch across email, web, social and direct mail

Compliant generation

150B+customer interactions in the industry's largest index of message performance
  • Assets generated within your legal, brand and compliance requirements
  • Every asset scored against the index before review
  • Built on more than 1 million A/B tests
  • More than 120,000 campaigns scored

From brief to launch

Trellist manages every step

Trellist manages delivery
  1. BriefYour campaign brief and requirements
  2. GenerateAssets produced inside your legal, brand and compliance requirementsPersado
  3. ReviewLegal, compliance and brand in one consolidated roundLegal review −50%
  4. ProductionBuild, testing and quality assurance
  5. LaunchEmail, web, social and direct mail

See how it works

Across financial services

Loans, deposits and retail banking

  • LoansCredit card, mortgage, home equity and auto
  • DepositsChecking, savings, CDs and debit
  • Retail bankingInsurance, cardholder rewards, and member and affinity programs
Across the customer lifecycle
  1. Acquisition
  2. Onboarding
  3. Usage
  4. Cross-sell
  5. Loyalty

Proof from each partner

Experience on both sides

22years

Delivery partnership · Major U.S. bank

What began with challenger emails became a twenty-two-year delivery partnership with one of the largest U.S. financial institutions, across the full customer lifecycle.

Acquisition to loyaltycomplex campaigns, multi-segment testing, disciplined QA
+42%

Conversion lift · Vodafone Italy

Persado developed messaging across push, text and win-back campaigns. The case study reports a forty-two percent conversion lift.

2,000+campaigns of experience

These results come from each partner's existing work. The partnership's own numbers will come from pilots.

One campaign, measured four ways

Let us prove it

Bring one brief. We'll measure it against your current approach.

  • Cost
  • Turnaround
  • Quality
  • Review effort
Start a pilotOr reach us at solutions@trellist.com · (302) 778-1300