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

Scottrade Creates Positive Client Experiences That Putinvestor Needs As A Top Priority

Scottrade, a St. Louis–based brokerage founded in 1980 with over 3.5 million active accounts, wanted to bring its high-touch, personalized branch experience to digital channels while improving cross-channel insights and standardizing marketing operations. The firm faced challenges in personalizing customer experiences, connecting online and offline data for better decision making, and speeding content creation without sacrificing compliance.

Scottrade implemented Adobe Marketing Cloud (Adobe Analytics, Media Optimizer, Experience Manager and Dynamic Tag Management) with Adobe Consulting support to centralize analytics, optimize media spend, and streamline content production. The result: faster, more compliant content delivery by a 35‑person marketing team; clearer cross‑channel attribution (correlating 95% of marketing touches with asset movement); improved bidding and channel investment decisions; and more personalized experiences that drive account openings and customer loyalty.

Scottrade

Jim Ruszal

Vice President of Client Insights and Decision Support