Case Study: Scottrade achieves faster, personalized experiences and cross-channel insights with Adobe Analytics

Scottrade creates positive client experiences that put investor needs as a top priority

Scottrade, the brokerage with over 3.5 million active accounts, needed to personalize customer experiences, develop cross-channel insights, and standardize digital marketing across the business. To meet those challenges, Scottrade adopted Adobe Marketing Cloud — including Adobe Analytics, Adobe Media Optimizer, Adobe Experience Manager, and Dynamic Tag Management — and worked with Adobe Consulting for implementation and training.

By using Adobe Analytics integrated with Media Optimizer and Experience Manager, Scottrade built segment-level attribution, correlated 95% of marketing touches with asset movement, and discovered that 40% of new account openings were completed in branches. Adobe Analytics helped optimize bidding for downstream conversions, speed content creation for a 35-person marketing team, improve personalization and compliance, and deliver clearer, measurable marketing impact tied to account funding and growth.

Scottrade

Jim Ruszala

Vice President