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Trellist Launches Free Personalization Audit as New Research Shows Most Brands Lack Usable Customer Data

Trellist Launches Free Personalization Audit as New Research Shows Most Brands Lack Usable Customer Data


Audit targets configuration and integration gaps behind stalled Adobe Target and other personalization programs

WEST CHESTER, Pa., Oct. 13, 2026/PRNewswire/ — Trellist, Inc. today announced a complimentary Personalization Audit for brands running Adobe Target, AEM, or comparable personalization platforms, following new Twilio research showing only 16% of businesses strongly agree they have the data they need to understand their customers, and just 19% have unified customer profiles.

Trellist’s client work across dozens of personalization programs has found that underperforming initiatives are rarely a platform problem: segmentation rules go stale, customer data sits in disconnected systems without live integration, and testing programs stall after an initial launch. All are fixable without replatforming. The new audit is designed to help brands tell the difference between a genuine infrastructure gap and a configuration problem before committing budget to a new platform.

“Most of the personalization programs we are brought in to fix don’t need a new platform. They need the one they already own wired into their CRM and analytics, and someone maintaining the rules,” said Gavin Garrison, Partner & Account Leader at Trellist. “Re-platforming is the expensive answer to what’s usually a configuration problem.”

The Personalization Audit evaluates a client’s existing personalization stack across identity resolution, system integration, segmentation hygiene, and testing cadence, and returns a prioritized remediation plan within two weeks.

About Trellist

Trellist Marketing and Technology is a professional services and solutions firm that helps businesses evolve through AI-driven technical offerings and advanced market solutions. As a transformation partner, Trellist helps save clients’ money and be more self-sufficient from traditional vendors. The firm works with a diverse range of clients, from Fortune 500 companies to mid-tier businesses and emerging markets, and is a 100% veteran-owned business.

SOURCE Trellist Marketing and Technology