Case Study: Scottrade achieves faster, personalized cross-channel investor experiences with Adobe Experience Manager

Scottrade creates positive Client experiences that put investor needs as a Top Priority

Scottrade, a U.S. brokerage with over 3.5 million accounts, needed to personalize customer experiences, develop cross‑channel insights, and speed content delivery without sacrificing compliance. To meet those challenges the firm adopted Adobe Experience Manager as part of Adobe Marketing Cloud (alongside Adobe Analytics, Adobe Media Optimizer, and Dynamic Tag Management) and engaged Adobe Consulting for implementation and training.

By using Adobe Experience Manager together with Adobe Analytics and Adobe Media Optimizer, Scottrade centralized assets and authoring, enabled a 35‑person marketing team to produce timely content, and built attribution models that correlate 95% of marketing touches with asset movement. The team also discovered that 40% of new account openings occur in branches and used those insights to optimize bidding, segmenting, and personalization—delivering faster, compliant content and measurable improvements in marketing effectiveness thanks to Adobe Experience Manager.

Scottrade

Michael O'Fallon

Marketing Analytics Manager