Case Study: Scottrade achieves personalized, faster cross-channel investor experiences with Adobe Marketing Cloud

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

Scottrade partnered with Adobe to modernize its digital marketing and better serve individual investors. Facing challenges around personalizing customer experiences, developing cross-channel insights, and standardizing digital marketing, Scottrade adopted Adobe Marketing Cloud technologies—including Adobe Analytics, Adobe Media Optimizer, Adobe Experience Manager, and Dynamic Tag Management—to combine insight with action while maintaining quality and compliance.

Adobe implemented an integrated solution (with Adobe Consulting support) that centralized analytics, attribution, and content authoring, enabling 35 marketers to create timely, compliant experiences without heavy IT involvement. As a result, Scottrade can correlate 95% of marketing touches with asset movement, identified that 40% of new account openings occur in branches, improved cross-channel attribution and bidding optimization, and delivered more personalized, faster customer experiences thanks to Adobe.

Scottrade

Jim Ruszal

Vice President of Client Insights and Decision Support