Customer Experience & Personalization
Customer experience and personalization is the strategy, design, and technical work that makes digital touchpoints feel relevant to the person on the other end, built on platforms like Adobe Experience Manager and Adobe Target. Trellist provides the technical execution behind your personalization strategy, because these tools can deliver 1:1 personalization at scale, but only if someone configures, tests, and maintains them well.
What we do
Adobe Target
Technical implementation, audience targeting, and testing on Adobe’s personalization and optimization engine.
Platform
Adobe Target
Affinity Marketing
Affinity partnership programs that market your products through the employers, associations, and co-brand partners your customers already trust, with campaigns built for the compliance realities of financial services.
Platforms
Salesforce Marketing Cloud
Adobe Target
Adobe Analytics
Rewards Marketing
Strategy, design, and ongoing marketing for loyalty and rewards programs, including the Adobe Experience Manager redemption experience that keeps members coming back.
Platforms
Adobe Experience Manager
Salesforce Marketing Cloud
Adobe Target
Personalization
We execute your personalization strategy technically — content rules, audience segmentation, and experience delivery — connected to your analytics and CRM data so it actually reaches customers.
Platforms
Adobe Target
Adobe Experience Manager
Salesforce Marketing Cloud
Testing & Optimization
Structured A/B and multivariate testing programs that turn hypotheses about what customers want into measurable lift, then keep refining targeting rules and content based on what performs.
Platforms
Adobe Target
Optimizely
Design
Brand and digital design grounded in brand strategy and technical execution, delivered as design systems and specs that translate cleanly into development.
Tools
Figma
Adobe Illustrator
Adobe Photoshop
Content
Content strategy, copywriting, and editorial planning for web, articles, and email, with each piece built around its audience and the business goal behind it.
Tools
Semrush
Adobe Experience Manager
Google Analytics 4
UX Strategy
UX strategy grounded in real user research and usability testing, applied consistently across web, mobile, and email so experiences convert and engage the way they should.
Tools
Figma
Maze
Optimal Workshop
Video & Motion Graphics
Brand and campaign video, motion graphics, and social-first video content, produced by the same team that runs the campaign around it.
Tools
Adobe After Effects
Adobe Premiere Pro
Qualitative Research
AI-powered qualitative research at enterprise scale. As Quals.ai’s exclusive US distribution partner, Trellist runs AI-moderated interviews that surface the motivations, emotions, and context behind customer behavior, with insight delivered in 24 hours.
Platform
Quals.ai
Social & Content Calendar
Planning, production, and publishing of social media and content against one coordinated calendar, tied to your broader campaign strategy.
Platforms
Sprinklr
Hootsuite
Sprout Social
Adobe Target
Technical implementation, audience targeting, and testing on Adobe’s personalization and optimization engine.
Platform
Adobe Target
Affinity Marketing
Affinity partnership programs that market your products through the employers, associations, and co-brand partners your customers already trust, with campaigns built for the compliance realities of financial services.
Platforms
Salesforce Marketing Cloud
Adobe Target
Adobe Analytics
Rewards Marketing
Strategy, design, and ongoing marketing for loyalty and rewards programs, including the Adobe Experience Manager redemption experience that keeps members coming back.
Platforms
Adobe Experience Manager
Salesforce Marketing Cloud
Adobe Target
Personalization
We execute your personalization strategy technically — content rules, audience segmentation, and experience delivery — connected to your analytics and CRM data so it actually reaches customers.
Platforms
Adobe Target
Adobe Experience Manager
Salesforce Marketing Cloud
Testing & Optimization
Structured A/B and multivariate testing programs that turn hypotheses about what customers want into measurable lift, then keep refining targeting rules and content based on what performs.
Platforms
Adobe Target
Optimizely
Design
Brand and digital design grounded in brand strategy and technical execution, delivered as design systems and specs that translate cleanly into development.
Tools
Figma
Adobe Illustrator
Adobe Photoshop
Content
Content strategy, copywriting, and editorial planning for web, articles, and email, with each piece built around its audience and the business goal behind it.
Tools
Semrush
Adobe Experience Manager
Google Analytics 4
UX Strategy
UX strategy grounded in real user research and usability testing, applied consistently across web, mobile, and email so experiences convert and engage the way they should.
Tools
Figma
Maze
Optimal Workshop
Video & Motion Graphics
Brand and campaign video, motion graphics, and social-first video content, produced by the same team that runs the campaign around it.
Tools
Adobe After Effects
Adobe Premiere Pro
Qualitative Research
AI-powered qualitative research at enterprise scale. As Quals.ai’s exclusive US distribution partner, Trellist runs AI-moderated interviews that surface the motivations, emotions, and context behind customer behavior, with insight delivered in 24 hours.
Platform
Quals.ai
Social & Content Calendar
Planning, production, and publishing of social media and content against one coordinated calendar, tied to your broader campaign strategy.
Platforms
Sprinklr
Hootsuite
Sprout Social
Our approach
We start by auditing your current personalization maturity, platform configuration, and data readiness. From there we configure AEM and Target around the experiences your strategy calls for, then launch targeted content and testing programs against real audiences. As performance data comes in, we keep refining the targeting rules and the content itself.
How it compares
Trellist’s Customer Experience & Personalization work provides the technical execution and platform expertise behind your personalization strategy, on Adobe Experience Manager and Adobe Target specifically. That’s different from a broader Adobe Experience Cloud implementation, which can span additional platforms like Adobe Experience Platform and Customer Journey Analytics — and different from an in-house team building personalization from scratch, which requires hiring and ramp-up time most organizations don’t have to spare.
Proof
- We rebuilt a rewards redemption experience in Adobe Experience Manager for a leading financial institution, with a cross-disciplinary team of UX strategists, designers, and developers.
- We deployed more than 50 personalization activities in Adobe Target over 12 months for a global asset management company, through an embedded staffing model — without the cost or delay of hiring in-house.
FAQ
Do we need Adobe Experience Platform (AEP) for this, or just AEM and Target?
Most personalization work runs entirely on AEM and Target. AEP is a separate, more advanced layer some organizations add later — we can help you figure out whether you actually need it yet.
Can you work with our existing AEM or Target implementation, or does it have to be new?
We regularly step into existing implementations — auditing what’s there, fixing what’s misconfigured, and building on top of it.
How fast can we see results from a testing program?
It depends on your traffic volume, but most testing programs surface a first meaningful result within a few weeks of launch.
Why work with us
We don’t just implement Adobe’s tools — we bring deep platform expertise, so you skip the learning curve and avoid the trouble of vetting vendors or growing an in-house team just to run your personalization program.
How it compares
Trellist’s Customer Experience & Personalization work provides the technical execution and platform expertise behind your personalization strategy, on Adobe Experience Manager and Adobe Target specifically. That’s different from a broader Adobe Experience Cloud implementation, which can span additional platforms like Adobe Experience Platform and Customer Journey Analytics — and different from an in-house team building personalization from scratch, which requires hiring and ramp-up time most organizations don’t have to spare.
Proof
- We rebuilt a rewards redemption experience in Adobe Experience Manager for a leading financial institution, with a cross-disciplinary team of UX strategists, designers, and developers.
- We deployed more than 50 personalization activities in Adobe Target over 12 months for a global asset management company, through an embedded staffing model — without the cost or delay of hiring in-house.
FAQ
Do we need Adobe Experience Platform (AEP) for this, or just AEM and Target?
Most personalization work runs entirely on AEM and Target. AEP is a separate, more advanced layer some organizations add later — we can help you figure out whether you actually need it yet.
Can you work with our existing AEM or Target implementation, or does it have to be new?
We regularly step into existing implementations — auditing what’s there, fixing what’s misconfigured, and building on top of it.
How fast can we see results from a testing program?
It depends on your traffic volume, but most testing programs surface a first meaningful result within a few weeks of launch.
Why work with us
We don’t just implement Adobe’s tools — we bring deep platform expertise, so you skip the learning curve and avoid the trouble of vetting vendors or growing an in-house team just to run your personalization program.
Want to see what your Adobe Target and AEM investment could actually deliver? Let’s talk.
Let’s talk
We’re ready to listen
Tell us a little about yourself and our team will reach out to schedule a call.
Looking for a job? Visit our Careers section to see open roles.
Required