Case Study: Morningstar achieves greater marketing intelligence and agility with Adobe Analytics

Morningstar - Customer Case Study

Morningstar, a longtime provider of investment data and analysis, needed to modernize its digital presence by replacing a 20-year legacy CMS and adding advanced analytics, personalization, and testing capabilities. To future‑proof its website and move faster on content and campaigns, Morningstar turned to Adobe Analytics and Adobe Experience Cloud (including Adobe Experience Manager, Adobe Target) as well as Adobe Creative Cloud and Adobe Professional Services.

Using Adobe Experience Cloud with Adobe Analytics, Adobe Target and Experience Manager—supported by Adobe Professional Services—Morningstar built persona-driven, personalized experiences, accelerated time‑to‑market, and reduced cost per customer acquisition. The vendor’s tools enabled rapid testing and real‑time measurement (e.g., revising offers in minutes and building regulatory landing pages in hours), driving a 26% year‑over‑year increase in Premium trials and measurable lifts in engagement and revenue. Adobe Analytics continues to provide the audience insights that inform those results.

Morningstar

Rob Pinkerton

CMO