Case Study: Morningstar achieves 26% increase in customer engagement and faster personalized marketing with Adobe Experience Manager

Morningstar - Customer Case Study

Morningstar, a global investment research firm, needed to modernize its digital presence and future-proof its website so investors, advisors, and businesses could find timely financial information more quickly. Facing a legacy in-house CMS and a need for advanced analytics, personalization, and testing, Morningstar selected Adobe Experience Manager (as part of Adobe Experience Cloud) and related Adobe solutions to provide a stable, agile platform and a trusted long-term partner.

Using Adobe Experience Manager alongside Adobe Target, Adobe Analytics, Adobe Creative Cloud, and Adobe Professional Services, Morningstar rebuilt its marketing organization and moved to a managed cloud environment that lets marketers publish and personalize content without heavy IT support. The Adobe Experience Manager implementation produced faster time to market, persona-based scalable experiences, lower cost per customer acquisition, and a 26% year‑over‑year increase in engagement for Premium trials, directly influencing purchase decisions and revenue.

Morningstar

Rob Pinkerton

CMO