Case Study: Scottrade achieves faster, more personalized investor experiences with Adobe Experience Cloud

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

Scottrade, a brokerage serving more than 3.5 million active accounts, wanted to deliver personalized, one-to-one digital experiences while improving cross-channel insights, marketing efficiency, and compliance. To support these goals, the company worked with Adobe Experience Cloud, using Adobe Marketing Cloud solutions including Adobe Analytics, Adobe Media Optimizer, and Adobe Experience Manager.

Adobe Experience Cloud helped Scottrade centralize analytics, attribution, and content management so marketers could better understand customer behavior and act faster. The results included correlating 95% of marketing touches with asset movement, identifying that 40% of new account openings were completed in branches, and enabling faster content creation, stronger collaboration, and more responsive, personalized experiences across channels.

Scottrade

Jim Ruszala

Vice President